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Integrate Wealthbox CRM with sms77

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and sms77

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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 sms77

Send SMS, make text-to-speech calls and perform number lookups such as CNAM, HLR or MNP.

sms77 Integrations

Best ways to Integrate Wealthbox CRM + sms77

  • Wealthbox CRM Integration sms77 Integration

    Wealthbox CRM + sms77

    Send SMS in sms77 when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    sms77 Integration Send SMS
  • Wealthbox CRM Integration sms77 Integration

    Wealthbox CRM + sms77

    Voice Call in sms77 when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    sms77 Integration Voice Call
  • Wealthbox CRM Integration sms77 Integration

    Wealthbox CRM + sms77

    Lookup HLR in sms77 when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    sms77 Integration Lookup HLR
  • Wealthbox CRM Integration sms77 Integration

    Wealthbox CRM + sms77

    Lookup MNP in sms77 when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    sms77 Integration Lookup MNP
  • Wealthbox CRM Integration sms77 Integration

    Wealthbox CRM + sms77

    Lookup CNAM in sms77 when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    sms77 Integration Lookup CNAM
  • 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 + sms77 in easier way

It's easy to connect Wealthbox CRM + sms77 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.

  • Inbound SMS

    Triggers when a new SMS has been received.

    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.

  • Lookup CNAM

    Retrieves caller id information for a given phone number.

  • Lookup Format

    Retrieves formatted number information for a given phone number.

  • Lookup HLR

    Retrieves home location register information for a given phone number.

  • Lookup MNP

    Retrieves mobile number portability information for a given phone number.

  • Send SMS

    Send a SMS to given number(s).

  • Voice Call

    Converts a given text to speech and calls a given number.

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

How Wealthbox CRM & sms77 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 sms77 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 sms77.

    (2 minutes)

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