Integrate Wealthbox CRM with SproutVideo
Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and SproutVideo
- No code
- No Credit Card
- Lightning Fast Setup
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About SproutVideo
SproutVideo is a video hosting platform with strong video marketing, privacy, and analytics solutions that make sharing videos online a breeze.
SproutVideo IntegrationsBest ways to Integrate Wealthbox CRM + SproutVideo
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Wealthbox CRM + SproutVideo
Update Access Grant in sproutvideo when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Update Access Grant
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Wealthbox CRM + SproutVideo
Create Viewer Login to sproutvideo from New Contact in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Create Viewer Login
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Wealthbox CRM + SproutVideo
Upload Video in sproutvideo when New Contact is created in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Upload Video
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Wealthbox CRM + SproutVideo
Create Folder to sproutvideo from New Contact in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Create Folder
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Wealthbox CRM + SproutVideo
Create Access Grant to sproutvideo from New Contact in Wealthbox CRM Read More...When this happens...
New Contact
Then do this...
Create Access Grant
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Wealthbox CRM + SproutVideo without coding knowledge. Start creating your own business flow.
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New Comment
Triggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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List your folders
Folders are a great way to organize videos in a hierarchical way within your account. Folders can contain both videos and other folders.
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Video Deployed
Triggers when a new video has been deployed within your account.
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Video Watched
Triggers when a video has been watched
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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Create Access Grant
Create a new access grant within your sproutvideo account.
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Create Folder
Create a new folder within your SproutVideo account.
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Create Viewer Login
Create a new viewer login within your SproutVideo account.
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Update Access Grant
Updates the settings for an existing access grant in your SproutVideo account.
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Upload Video
Uploads a video to your SproutVideo account.
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How Wealthbox CRM & SproutVideo Integrations Work
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Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SproutVideo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Wealthbox CRM to SproutVideo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Wealthbox CRM and SproutVideo
Wealthbox CRM
Wealthbox CRM software automates sales development and customer management tasks within a single, powerful platform. It helps sales leaders track and nurture leads, manage long-term relationships, and close deals faster.
SproutVideo
SproutVideo is a cloud based video hosting spution for businesses of all sizes. It allows companies to easily upload, store and share videos. The company offers users complete contrp over their video with full customization features and an intuitive interface.
Integration of Wealthbox CRM and SproutVideo
Wealthbox CRM and SproutVideo integrate to provide an efficient way to manage sales leads and track marketing results.
Import leads directly from Salesforce into SproutVideo. The integration will import leads from Salesforce as contacts in SproutVideo and assign them a lead status. Lead status was noted in the integration article as fplows:
Not yet contacted – The contact has been analyzed, but no one has reached out to them yet. This status is also marked by an unread email for testing purposes.
In contact with company – The contact has been contacted by someone at the company, but hasn’t yet replied back or decided to schedule a demo.
In contact with sales rep – The contact has been contacted by a sales rep and has scheduled a demo.
Outbound Demo – The contact has scheduled a demo with a sales rep, but has not set up a meeting time yet. This status is also marked by an unread email for testing purposes.
Demo – The contact has scheduled a demo with a sales rep and has set up a meeting time.
The integration will leverage the lead score to determine their lead status. If the lead score is above a certain threshpd then they are automatically marked as “In contact with company” and if it is below then they are revealed as “Not yet contacted”. If a lead status is changed the lead score will be recalculated using a formula that takes into account the number of interactions with the contact, lead score, date of last interaction and recency of last interaction (Ibid.
Benefits of Integration of Wealthbox CRM and SproutVideo
The benefits of integrating Wealthbox CRM and SproutVideo include:
The process to integrate Wealthbox CRM and SproutVideo 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.
