Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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
Wealthbox CRM + SharpSpringCreate Campaign to SharpSpring from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + SharpSpringCreate Lead to SharpSpring from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + SharpSpringCreate Account to SharpSpring from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + SharpSpringCreate Opportunity to SharpSpring from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + SharpSpringUpdate Opportunity in SharpSpring when New Contact is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + SharpSpring 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.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
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 an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
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 a Lead in SharpSpring.
Update a opportunity
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 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.
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.
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.