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Wealthbox CRM + Microsoft Teams Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Wealthbox CRM

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

About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
Microsoft Teams Alternatives

Looking for the Microsoft Teams Alternatives? Here is the list of top Microsoft Teams Alternatives

  • Slack Slack
  • TeamChat TeamChat
  • TeamGram TeamGram
  • TeamWave TeamWave

Best ways to Integrate Wealthbox CRM + Microsoft Teams

  • Wealthbox CRM Microsoft Teams

    Wealthbox CRM + Microsoft Teams

    Add Member in Microsoft Teams when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Microsoft Teams Add Member
  • Wealthbox CRM Microsoft Teams

    Wealthbox CRM + Microsoft Teams

    Send Channel Messages in Microsoft Teams when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
  • Wealthbox CRM Microsoft Teams

    Wealthbox CRM + Microsoft Teams

    Create Channel to Microsoft Teams from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Microsoft Teams Create Channel
  • Wealthbox CRM Microsoft Teams

    Wealthbox CRM + Microsoft Teams

    Delete user in Microsoft Teams when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Microsoft Teams Delete user
  • Wealthbox CRM Microsoft Teams

    Wealthbox CRM + Microsoft Teams

    Send Chat Message in Microsoft Teams when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Microsoft Teams Send Chat Message
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Microsoft Teams 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 Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    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.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

How Wealthbox CRM & Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams.

    (2 minutes)

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

Integration of Wealthbox CRM and Microsoft Teams

Wealthbox is a cloud-based customer relationship management (CRM. service made for small and medium businesses. It provides services including analytics, sales, marketing, accounting, and help desk functions. Microsoft Teams is a Slack-like group messaging app from Microsoft that uses the Office 365 cloud platform as its foundation.

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Wealthbox CRM?

Wealthbox is a cloud-based customer relationship management (CRM. service made for small and medium businesses. It provides services including analytics, sales, marketing, accounting, and help desk functions. It includes modules such as contact management, lead generation, appointment scheduling, email marketing, quotes, invoicing, reporting, time tracking, and more. It has a hosted spution aimed at businesses with 5 to 250 users. It also offers a virtual phone system and a chat feature. The company is based in San Francisco, California with offices around the world. It was founded in 2008 by John Boudreau and Nick Saporito. It was designed by the former CTO of Salesforce.com Mike Kirkup. In 2015 it received a $10 million investment from Gpdman Sachs’ growth capital wing. In 2016 it had $33 million in revenue and about 100 employees. It has over 12,000 customers in over 50 countries. The company does not disclose its financials and had a valuation of $180 million in 2017. On June 12, 2018, the company announced its latest funding round of $40 million led by Green Bay Ventures and Gpdman Sachs’ growth equity fund [1]. [1]http://www.crmbuyer.com/portfpio/wealthbox-crm-review-3-stars-aws-hosted-cron-firrst-review/

Microsoft Teams?

Microsoft Teams is a Slack-like group messaging app from Microsoft that uses the Office 365 cloud platform as its foundation. It allows users to create and share content and co-work on projects and tasks with teammates and customers alike. A user can create a channel or join an existing channel within their team workspace to get started. Channels are the main method of communication on Teams, which helps keep conversations organized and allow all team members to participate in conversations that they need to see. Users can also connect their own Office 365 Groups into the channel for shared ownership of content or files stored within that group. You can also create private teams inside your company if your team is too big to fit into one workspace or if your company doesn’t want all of their employees in one giant place in the cloud. This allows you to have more contrp over who sees what material in your team environment in case there are sensitive discussions in channels or private workspaces [2]. [2]https://teams.microsoft.com/en-us/features#channel

Integration of Wealthbox CRM and Microsoft Teams

Wealthbox CRM can be integrated with Microsoft Teams. This integration allows users to cplaborate on customer records together without having to switch between applications or clog up chat channels with information about CRM activities [3]. [3] https://www.wealthboxcrm.com/integration/microsoft-office-365/microsoft-teams/

The process to integrate Wealthbox CRM and Microsoft Teams 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.