Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.PostgreSQL Integrations
Wealthbox CRM + PostgreSQLCreate Row to PostgreSQL from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + PostgreSQLUpdate Row in PostgreSQL when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + PostgreSQLCreate Row to PostgreSQL from New Event in Wealthbox CRM Read More...
Wealthbox CRM + PostgreSQLUpdate Row in PostgreSQL when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + PostgreSQLCreate Row to PostgreSQL from New Project in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + PostgreSQL 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.
Triggered when you add a new column.
Triggered when you add a new row.
Triggered when new rows are returned from a custom query that you provide. Advanced Users Only
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.
Adds a new row.
Updates an existing row.
Wealthbox CRM is a fully integrated, all-in-one spution that combines cloud-based CRM with an IT systems management conspe for IT service providers. We offer a single platform to manage every aspect of your business. From customer communication to lead generation to customer support, our software helps you provide the right information at the right time to the right people. By giving you complete visibility into your company’s operations, you can focus on what matters most to growing your business. (http://www.wealthbox.com/crm-software/)
PostgreSQL is an advanced object-relational database management system (DBMS. available for free under the GNU General Public License (GPL. Use it as a server for multi-user applications or as a powerful data storage engine for data warehousing, business intelligence (BI. and analytics applications. (https://www.postgresql.org/)
Some of the benefits of integrating Wealthbox CRM and PostgreSQL are:
Highly efficient in managing customers, leads, employees, etc.
Ability to update customer profile easily in Salesforce when their details are updated in PostgreSQL
Provides real-time data to update the database when there are changes in Salesforce
Provides flexibility to use different data models in Salesforce that can be related back to the main database in PostgreSQL
Gives complete visibility into the organization’s operations because all data is in one place
The process to integrate Wealthbox CRM and PostgreSQL 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.