Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Salesforce IntegrationsWealthbox CRM + Salesforce
Create Lead to Salesforce from New Contact in Wealthbox CRM Read More...Wealthbox CRM + Salesforce
Create Custom Object to Salesforce from New Contact in Wealthbox CRM Read More...Wealthbox CRM + Salesforce
Create Contact to Salesforce from New Contact in Wealthbox CRM Read More...Wealthbox CRM + Salesforce
Update Contact in Salesforce when New Contact is created in Wealthbox CRM Read More...Wealthbox CRM + Salesforce
Update Custom Object in Salesforce when New Contact is created in Wealthbox CRM Read More...It's easy to connect Wealthbox CRM + Salesforce 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.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Wealthbox is the best way to manage your contacts, leads, and customer relationships. It is an online platform for businesses to help them to make better decision about their resources.
Salesforce has been one of the best CRM systems which are used by different companies. It helps to connect business data with the business applications and it is easy to use and manage by third party service providers. Salesforce is the best cloud based CRM system which is used by thousands of companies.
Wealthbox and Salesforce integration is one of the best things that companies can do. There are many benefits of integrating Wealthbox and Salesforce. One of the main reason of integrating these two systems is that they can be used together to access all the important data from any device. Both of these systems provide easy to use interface which makes it easy to use and operate the system on any device. There are many benefits on integrating these two systems which we will discuss in detail below.
There are many benefits of integrating Wealthbox and Salesforce which we will discuss below:
Leads and Contacts:
Integration of Wealthbox and Salesforce makes it easy to find out the complete information about your leads and contacts. You can easily find out all the details like name, email address, phone number, location, social media profile etc. This also helps you to easily identify your best clients by showing their interests and preferences which you can use for providing them with high quality service.
Sales:
Integration of Wealthbox and Salesforce helps you to track your sales process from start to finish. You can easily see how many leads have been contacted, how many leads have converted into a client, how many leads have signed a contract etc. you can easily track all this information from one single platform.
Invoicing:
Integration of Wealthbox and Salesforce helps you to create better invoices with more information. In this way, you can easily provide better services to your clients as you know their interests and preferences which you can use to offer services according to their needs. This ensures high customer satisfaction which eventually leads to increasing your profit margins.
CRM:
Integration of Wealthbox and Salesforce makes it easier for you to organize your data as both of these systems are built on a similar platform. You can easily find out the complete information about your leads and contacts from one single platform. In this way, you can easily keep your database organized by updating information according to your business requirements. In addition to that, this data is easily accessible from anywhere as both of these systems are cloud based sputions which means you don’t need to install anything on your laptop. All you need to do is login to either system using their respective credentials and access all the required information from anywhere in the world.
In short, integration of Wealthbox CRM and Salesforce helps you to increase your profit margins by providing better services to your customers.
The process to integrate Wealthbox CRM and Salesforce 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.