Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Mention is a tool for brand monitoring, social listening, and reputation management for enterprises and agencies.Mention Integrations
Wealthbox CRM + MentionCreate Alert to Mention from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + MentionCreate Alert to Mention from New Project in Wealthbox CRM Read More...
Wealthbox CRM + MentionCreate Alert to Mention from New Opportunity in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Mention without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers when a new alert is added.
Triggers when a new mention comes through for the specified alert
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Creates a new alert
Every business has to grow. Businesses have to keep expanding in order to remain competitive and profitable. However, if a company is not organized properly, it is not going to be as successful as it should be. A business needs to know that it has everything in place for its smooth operation. This is where a business management software comes in.
A company needs to make sure that it has the proper inventory system installed. This is where the integration of Wealthbox CRM and Mention comes into play. Integration of Wealthbox CRM and Mention helps a business to organize its inventory efficiently. This way, the business will not run out of products or supplies. It is important for a business to have everything in place for smooth operation.
Wealthbox CRM is a cloud-based customer relationship management spution. It is a great top which enables businesses to automate their sales and marketing operations. Through this spution, businesses can manage their customers, leads, and sales performance. The spution also enables businesses to easily manage their contacts and relationships with customers on a single platform.
On the other hand, Mention is an online monitoring spution which keeps tabs on companies and brands on social media channels like Facebook, Twitter, Google+, YouTube, LinkedIn, Instagram, SoundCloud, Tumblr, and over 100 others. Through Mention users can easily monitor mentions of their brand or company name and respond accordingly.
The process to integrate Wealthbox CRM and Mention may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.