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Integrate Wealthbox CRM with Mention

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Mention

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Mention

Mention is a tool for brand monitoring, social listening, and reputation management for enterprises and agencies.

Mention Integrations

Best Wealthbox CRM and Mention Integrations

  • Wealthbox CRM Integration Mention Integration

    Wealthbox CRM + Mention

    Create Alert to Mention from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Mention Integration Create Alert
  • Wealthbox CRM Integration Mention Integration

    Wealthbox CRM + Mention

    Create Alert to Mention from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Mention Integration Create Alert
  • Wealthbox CRM Integration Mention Integration

    Wealthbox CRM + Mention

    Create Alert to Mention from New Project in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Project
     
    Then do this...
    Mention Integration Create Alert
  • Wealthbox CRM Integration Mention Integration

    Wealthbox CRM + Mention

    Create Alert to Mention from New Note in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Note
     
    Then do this...
    Mention Integration Create Alert
  • Wealthbox CRM Integration Mention Integration

    Wealthbox CRM + Mention

    Create Alert to Mention from New Opportunity in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Opportunity
     
    Then do this...
    Mention Integration Create Alert
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Wealthbox CRM + Mention in easier way

It's easy to connect Wealthbox CRM + Mention without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • New Alert

    Triggers when a new alert is added.

  • New Mention

    Triggers when a new mention comes through for the specified alert

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • Create Alert

    Creates a new alert

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wealthbox CRM & Mention Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Mention as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Wealthbox CRM to Mention.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Wealthbox CRM and Mention

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.