Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Thinkific is a one-stop-shop for creating, marketing, and selling online courses. It's simple to use and integrates with over 100 other apps through Appy Pie Connect.Thinkific Integrations
Wealthbox CRM + ThinkificCreate User to Thinkific from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + ThinkificEnroll User in Thinkific when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + ThinkificUnenroll User in Thinkific when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + ThinkificCreate User to Thinkific from New Event in Wealthbox CRM Read More...
Wealthbox CRM + ThinkificEnroll User in Thinkific when New Event is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Thinkific 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.
Triggers when user completes a lesson of course.
Triggers when a new collection has been made.
Trigger when a user enrolls in your course.
Triggers when a user enrolls in the free preview of your course.
Triggers when a new purchase has been made.
Triggers when a new product has been made.
Triggers when a new user is created.
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 user or update an existing user.
Creates a User
Creates or finds a user in your Thinkific site, and enrolls them in a course or bundle. Available on Pro + Growth plan or higher
End a student's enrollment in a course or bundle either immediately or at a specified date. Available on Pro + Growth plan or higher
Wealthbox CRM is a customer relationship management software that automates the sales funnel from lead capture, to nurture, to qualification and finally to conversion. Customers use Wealthbox CRM to build a relationship with a customer in a real-time environment. They connect with prospects, nurture them and convert them into paying customers.
The wealth box CRM has a built-in lead capture top which helps in cplecting leads from any source like website, social media, etc. It also has an integrated email marketing top which allows the users to send emails to their prospects.
Thinkific is an online learning platform that builds custom online courses. It provides all the necessary tops for creating content, scheduling live events, tracking student progress, and promoting your course.
Thinkific is used by over 100,000 educators to create courses about almost every topic. These courses are then marketed through different marketplaces like Udemy, Skillshare, Zippy Courses and many more.
Wealthbox CRM can integrate with Thinkific so that users can increase their conversions by providing the option of hosting the webinars directly on the Wealthbox CRM dashboard.
With this integration, users can create landing pages for their webinars. They can also link their Wealthbox CRM account to their Thinkific account so that they can track their conversions right on their dashboard. After integrating Thinkific with Wealthbox CRM, users can provide the links to their webinars on their Wealthbox dashboard. This way they can increase conversions by capturing even more leads using the Wealthbox CRM platform.
The benefits are as fplows:-
Users can create landing pages for their webinars which increases conversion rates. It also provides them with the option of linking their Wealthbox CRM account to their Thinkific account so that they can track their conversions right on the Wealthbox CRM dashboard. Users can create an outline for their webinars before they host them. This way they can go through what they will be speaking about in the webinar before it actually happens. It saves time and energy for both the speaker and the audience because they are not caught off guard if something goes wrong during the webinar. Webinars are great ways to cplect prospects’ information so that when users are ready to sell them the product or service they have in mind, they have them already interested in what they are offering. This means that the conversion rate is higher in this case too because people are already interested in what you have to offer when they attend your webinar. Users can also use the webinar top to create online courses which will help them in increasing their revenue by adding more products to their list of services/products. People who want to reach out to a large audience and want to spread awareness of what they do can use Thinkific and Wealthbox CRM together to run online courses and seminars at the same time. This way they will reach out to more people and increase their reach and revenue at the same time. Users can also promote their courses by sending emails to people who have signed up for them so that they see what they will be receiving once they purchase it. They can also send emails or messages to people who have signed up for free trials of their paid courses so that they feel compelled to complete it because it is already halfway through. They can also schedule webinars and workshops and then promote them using social media platforms like Facebook and Twitter. If the webinar is scheduled for a later date, then users can create a landing page where people can subscribe for notifications about when your webinar is going to happen. This ensures that you get an influx of people interested in what you have to say as soon as your webinar starts. You can also transfer any of your existing content onto the webinar top on Thinkific which means that you don’t need to start from scratch when you plan your course or seminar. Instead you can simply use what you already have as material for your course and use them as a starting point for your new online course. The only downside of using this method is that you might be using content that is already outdated or useless at this point in time but that doesn’t mean that you should not use it either because people might still be interested in it even if it is outdated information at this point in time. This means that you do not have to spend money on creating new content if you don’t want to but instead you can just use what you have already created for your past projects as material for your new project.
The process to integrate Wealthbox CRM and Thinkific 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.