Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
SproutVideo is a video hosting platform with strong video marketing, privacy, and analytics solutions that make sharing videos online a breeze.SproutVideo Integrations
Wealthbox CRM + SproutVideoUpdate Access Grant in sproutvideo when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + SproutVideoCreate Viewer Login to sproutvideo from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + SproutVideoUpload Video in sproutvideo when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + SproutVideoCreate Folder to sproutvideo from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + SproutVideoCreate Access Grant to sproutvideo from New Contact in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + SproutVideo 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.
Folders are a great way to organize videos in a hierarchical way within your account. Folders can contain both videos and other folders.
Triggers when a new video has been deployed within your account.
Triggers when a video has been watched
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 a new access grant within your sproutvideo account.
Create a new folder within your SproutVideo account.
Create a new viewer login within your SproutVideo account.
Updates the settings for an existing access grant in your SproutVideo account.
Uploads a video to your SproutVideo account.
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 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.
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.
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.