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Wealthbox CRM + pipelinedeals Integrations

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

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

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

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations

Best ways to Integrate Wealthbox CRM + pipelinedeals

  • Wealthbox CRM pipelinedeals

    Wealthbox CRM + pipelinedeals

    Create Company to pipeline deals from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    pipelinedeals Create Company
  • Wealthbox CRM pipelinedeals

    Wealthbox CRM + pipelinedeals

    Create Task to pipeline deals from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    pipelinedeals Create Task
  • Wealthbox CRM pipelinedeals

    Wealthbox CRM + pipelinedeals

    Update Company in pipeline deals when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    pipelinedeals Update Company
  • Wealthbox CRM pipelinedeals

    Wealthbox CRM + pipelinedeals

    Create Person to pipeline deals from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    pipelinedeals Create Person
  • Wealthbox CRM pipelinedeals

    Wealthbox CRM + pipelinedeals

    Create Deal to pipeline deals from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    pipelinedeals Create Deal
  • 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 + pipelinedeals in easier way

It's easy to connect Wealthbox CRM + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

Show All

How Wealthbox CRM & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Wealthbox CRM and pipelinedeals

In this article, we will discuss Wealthbox CRM and pipelinedeals integration.

Integration of Wealthbox CRM and pipelinedeals is a software configuration that allows the two software packages to share data and features with each other.

Wealthbox CRM is a sales automation top powered by salesforce.com. It helps sales managers and sales reps to fplow-up on leads and prospects in a systematic manner. It uses the power of salesforce.com’s platform and brings in all the benefits of cloud computing. It automates and streamlines sales and marketing processes while providing real-time analytics, reports and dashboards that enable business owners to monitor their sales performance.

Pipelinedeals is an online marketplace for buying and selling used industrial equipment. It simplifies the process of buying and selling used industrial equipment such as pumps, compressors, machinery, generators, food processing equipment, etc. It offers both buyers and sellers a secure marketplace to buy and sell used industrial equipment. Buyers get complete access to purchase used industrial equipment at reasonable prices while sellers can get top price for their items through various listing options and the comprehensive marketplace. There are over 11,000 users and over 1 million dplars in annual revenue has been generated on this platform.

The combination of wealthbox CRM and pipelinedeals allows you to:

Manage leads, contacts, opportunities, cases, tasks, emails, calendar events in one place.

Increase the productivity of your sales team by using automated workflows which enables them to focus on their core duties without worrying about data management.

Automate the entire sales process by setting up automatic workflows when there is no response from prospects or leads in a stipulated time period.

Monitor pipeline status in real-time in any device through the use of mobile apps for iphone, android phones. This makes it possible to manage your pipelines even while you are travelling thereby maximizing your time.

To know more about Wealthbox CRM visit http://www.wealthboxcrm.com/why-use-wealthbox-crm/ or contact us at 7311033001/[email protected]

The process to integrate Wealthbox CRM and pipelinedeals 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.