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Wealthbox CRM + SharpSpring Integrations

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

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

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

About SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

SharpSpring Integrations

Best ways to Integrate Wealthbox CRM + SharpSpring

  • Wealthbox CRM SharpSpring

    Wealthbox CRM + SharpSpring

    Create Campaign to SharpSpring from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    SharpSpring Create Campaign
  • Wealthbox CRM SharpSpring

    Wealthbox CRM + SharpSpring

    Create Lead to SharpSpring from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    SharpSpring Create Lead
  • Wealthbox CRM SharpSpring

    Wealthbox CRM + SharpSpring

    Create Account to SharpSpring from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    SharpSpring Create Account
  • Wealthbox CRM SharpSpring

    Wealthbox CRM + SharpSpring

    Create Opportunity to SharpSpring from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    SharpSpring Create Opportunity
  • Wealthbox CRM SharpSpring

    Wealthbox CRM + SharpSpring

    Update Opportunity in SharpSpring when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    SharpSpring Update Opportunity
  • 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 + SharpSpring in easier way

It's easy to connect Wealthbox CRM + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Wealthbox CRM & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Wealthbox CRM and SharpSpring

Wealthbox CRM?

Wealthbox CRM is a complete online marketing automation platform which provides everything a company needs to effectively market their business. Wealthbox CRM comes with a number of features to help a company increase their sales and reach more customers. Comparing to other software, Wealthbox CRM offers a competitive price for all the features that it has to offer.

SharpSpring?

SharpSpring is a marketing automation top that helps companies get more leads and get them faster through automation tops. SharpSpring offers a number of advanced marketing tops that enable companies to create better marketing campaigns and connect with potential clients in a more efficient manner. The integration of both Wealthbox CRM and SharpSpring will allow companies to segment their contacts, automate their fplow-ups and improve their overall sales and marketing strategies.

Integration of Wealthbox CRM and SharpSpring

Wealthbox CRM has many features that allow companies to grow their sales and increase their ROI. With Wealthbox CRM’s unique marketing automation system, companies can track everything from their sales to their client’s emails and social media profiles. With these capabilities, Wealthbox CRM allows companies to gain insight into their clients and target them based on their behavior and preferences.

SharpSpring is also a complete marketing automation top that allows companies to build and manage their marketing campaigns through a centralized dashboard. Like Wealthbox CRM, SharpSpring offers several tops to help companies manage their marketing, including email marketing, landing pages, lead generation forms and social media management. This combination of tops allows companies to easily connect with their audience and improve their overall marketing strategies.

Benefits of Integration of Wealthbox CRM and SharpSpring

Integrating SharpSpring and Wealthbox CRM together will offer companies a number of benefits, some of which are listed below:

The process to integrate Wealthbox CRM and SharpSpring 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.