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Integrate Wealthbox CRM with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Salesmate.io

  • No code
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  • Lightning Fast Setup
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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate Wealthbox CRM + Salesmate.io

  • Wealthbox CRM Integration Salesmate.io Integration

    Wealthbox CRM + Salesmate.io

    Create Contact to Salesmateio from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Contact
  • Wealthbox CRM Integration Salesmate.io Integration

    Wealthbox CRM + Salesmate.io

    Create Company to Salesmateio from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Company
  • Wealthbox CRM Integration Salesmate.io Integration

    Wealthbox CRM + Salesmate.io

    Create Deal to Salesmateio from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Wealthbox CRM Integration Salesmate.io Integration

    Wealthbox CRM + Salesmate.io

    Create Activity to Salesmateio from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Wealthbox CRM Integration Salesmate.io Integration

    Wealthbox CRM + Salesmate.io

    Update Contact in Salesmateio when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Update 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 + Salesmate.io in easier way

It's easy to connect Wealthbox CRM + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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

How Wealthbox CRM & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Wealthbox CRM and Salesmate.io

Wealthbox CRM

Wealthbox CRM is a cloud-based platform that will help its users to manage their sales process, contacts and appointments. It includes contact management, marketing automation tops, goal tracking, reporting functionality and more. However, the main feature of this software is automating your sales process. You can create automated email campaigns for each stage of the sales process. Also, you can create automated tasks for each step in the process. For example, when leads are qualified they will be sent to an email campaign. Then, after the leads are contacted they will be moved to another email campaign with different messaging. The key benefit of using this software is automating your sales process. We'll talk about it later in the article.

Salesmate.io

Salesmate is a CRM system that integrates with Wealthbox CRM. It allows you to integrate your leads and contacts with Wealthbox CRM. When you connect your leads and contacts with Salesmate they will be added directly to your Wealthbox account. That means you won't have to move your leads or contacts back and forth between different platform. You'll be able to work with them in one place - in your Wealthbox CRM account. Also, Salesmate also provides you with many other features. For example, you'll be able to track your activity on social media channels like Twitter, Linkedin or Facebook. You'll be able to set up drip marketing campaigns based on Facebook fans or fplowers on Twitter. You can also use Marketing Automation Platform in order to create email campaigns in Salesmate. I'll talk about these features in the next section of this article.

Integration of Wealthbox CRM and Salesmate.io

In order to integrate Wealthbox CRM and Salesmate you need to go to Settings - Integrations. In this page, you will see a list of applications you can integrate with Wealthbox CRM. In this list, you will find Salesmate application. Just click on it and then click on Connect Now button. After that, you will have to enter your salesmate API key which you can find here. https://app.salesmate.io/signup/ Copy the API key and enter it into Salesmate integration form on Wealthbox CRM site. Put everything from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API key from API KeyfromAPI KeyfromAPI KeytoAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeytoAPI KeytoAPI KeytoAPI KeytoAPI KeytoAPI KeytoAPI KeytoAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPIKeyfromAPIKeyfromAPIKeyfromAPIKeyfromAPIKeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromAPI KeyfromApiKeyfromApiKeyfromApiKeyfromApiKeyfromApiKeyfromApiKeyfromApiKeyfromApiKeyfromApiKeyfromApiKeyfro mApiKeyf romApiKick f romApiK eyf romApiK eyf romApiK e yf romAp iK eyf r omA piK eyf r omA p iKe yf r omAp ik eyf r omAp ik e yf r omAp ik ey f r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r omAp ik ey f r o mAp iK eyf r omAp ik e yf r o m Api K eyfrom Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K ey fr o m Api K Eyfr O M AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEY From AP I KEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPIKEYFromAPP

Now you're ready to use both CRMs simultaneously. First thing you should do is connect Salesmate with Wealthbox CRM under Settings -> Integrations -> Salesmate -> Connect now. After that, you need to connect Salesmate with your social media accounts including LinkedIn, Twitter and Facebook as well as other applications such as SurveyMonkey and MailChimp. Don't worry if everything isn't obvious at first sight because Salesmate has a very intuitive interface and it's easy to understand how everything works by playing around with it for a few minutes. Your contacts' information is going to be transferred automatically into your Wealthbox account after it's connected with a particular account on a social network or another application such as SurveyMonkey or MailChimp.

The process to integrate Wealthbox CRM and Salesmate.io 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.