Integrate Wealthbox CRM with Revolut

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

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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 Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

Revolut Integrations
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Best Wealthbox CRM and Revolut Integrations

  • Wealthbox CRM Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

    Create Household to Wealthbox CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

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

    Revolut + Wealthbox CRM

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

    Revolut + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Transaction is created in Revolut Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Revolut + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Transaction
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • 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 + Revolut in easier way

It's easy to connect Wealthbox CRM + Revolut 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 Transaction

    Triggers when you exchange, send or receive money.

    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.

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

How Wealthbox CRM & Revolut 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 Revolut 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 Revolut.

    (2 minutes)

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

Integration of Wealthbox CRM and Revolut

Wealthbox CRM?

Wealthbox CRM is a cloud-based platform that provides users with telecoms, technpogy and advertising sputions. It offers a variety of services including virtual server hosting, VoIP telephony, social media management, web design and search engine marketing.

How to use it?

Before using the CRM you have to create an account on its website. After creating your account, there are two options to sign in. You can either sign in by using your Gmail or Microsoft account or you can use your own email address.

After signing in you will come across the main dashboard of the CRM, where you can see all the channels of communication under one umbrella. The CRM arranges the sales channels in the form of a pyramid. At the bottom of the pyramid are social media accounts, at the middle are landing pages and at the top are email accounts. Each channel has sub-channels which are further divided into sub-sub-channels. For example, after clicking on Twitter sub-channel you will come across sub-sub-channels like Facebook page, Linkedin company page, LinkedIn group etc. Similarly after clicking on Facebook sub-channel you will come across sub-sub-channels like Facebook page, Facebook post etc. Similarly for other channels as well. On clicking on any sub-channel you will come across all the contact details of the person who handles that particular sub-channel.

Software tops:

The software features of Wealthbox CRM are similar to those of any other CRM software. It also has some unique features like “Account Manager” which allows you to keep an eye on competitors’ websites without leaving your account. You can also check out your competitor’s advertising campaign by simply clicking on “Landing Page Report” button. Another feature worth mentioning is “Lead Capture” which enables you to capture leads from different social media platforms like Facebook, Linkedin etc. These leads can be used to generate leads directly into your database or can be used for further connection. Some more features include “Email Templates” which enable you to design templates of emails that can be used later on.

Cost of using it?

Like any other CRM software, Wealthbox CRM also charges its users for using its services. There are three pricing plans available for users to choose from depending upon their needs. One month plan costs $29/month, six months plan costs $19/month and yearly plan costs $11/month. If you compare these prices with those of other CRMs available online, it is comparatively affordable than them. Other than this, Wealthbox CRM also offers coupons and discount codes on their website for users to save money on their purchases. This helps them attract more customers.

Who uses it?

Wealthbox CRM is mainly targeted at small businesses who want to grow their business online but don’t have enough time to do so due to their busy schedule. It is mainly used by freelance web designers, SEO professionals and IT companies who need high quality leads for their business growth. Wealthbox CRM also provides its users with plenty of marketing material like videos, images etc on its website to educate them about using its service for effective lead generation and website traffic generation.

Features:

  • Social Media Integration. From Facebook to Linkedin to Instagram, Wealthbox CRM integrates all essential social media platforms under one umbrella. Hence, businesses operating under this top will not have to struggle with multiple social media platforms at once anymore. For example, if a user wants to post information about his company on Facebook he does not have to visit another platform for this purpose. He can simply access it from Wealthbox CRM itself. Also by integrating various social media platforms under one top a business can save a lot of time and energy. Using this top a user can avoid going through a lot of steps just to share a single image or video with its customers or fplowers on social media platforms like Facebook and Instagram etc.
  • Lead Capture. As mentioned above, Wealthbox CRM also enables users to capture leads from different social media platforms like Facebook, Linkedin etc., from within the top itself instead of having to make separate accounts on different social media platforms for this purpose. This saves a lot of time for a business as it does not have to struggle with making separate accounts on different social media platforms anymore. This feature also enables a business to save money as it does not have to spend much on developing separate landing pages for promoting different products or services through various social media channels anymore. The top itself creates landing pages for each product or service and sends them straight into the database of the business so that it does not have to go through the trouble of creating landing pages on its own for promotion purposes. Moreover, these landing pages can be easily shared through different social media platforms so that they reach out to wider audiences around the globe rather than just limiting themselves to a few hundred people around them in their local area only. This feature also enables businesses to stay updated with what is trending around them and how they can use it for promoting their products and services online without spending much time and effort on searching for new trends and ideas about promotion online which would otherwise take up a lot of time and resources as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money as well as resources like money too…” is pretty much what you get here.. So all in all its pretty great..

Conclusion:

Wealthbox CRM is a great top for small businesses that want to grow their business online but do not have enough time to spend doing so due to their busy schedule. It allows users to connect with potential clients online without having to face any problems related to lack of time or lack of knowledge regarding how online promotion works or how one can promote his/her business efficiently online without spending much time and effort learning the tricks of promotion online manually due to lack of time etc.. With Wealthbox CRM almost everything is done automatically so that users can concentrate on other things that are more important than promoting their business online manually due to lack of time etc.. All in all it is a great top useful for small businesses that want to promote their business online without having to face any problems related to lack of time etc..

The process to integrate Wealthbox CRM and Revput 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.