Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Webflow is the easiest and fastest way to build a website in the cloud. Whether you need a quick landing page or a visually stunning portfolio you can launch it in minutes, design it yourself without code, and host it anywhere.Webflow Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
Wealthbox CRM + GmailSend Email in Gmail when New Contact is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Webflow 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 a new form submission occurs.
Triggers when a new order is placed.
Triggers when an order is updated.
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.
Adds a new item to a given collection.
Adds a new item to a given collection on your published site.
Fulfills an order.
Refund an order.
Unfulfills an order
Updates an item.
Updates a live item
Updates an order.
Well, Wealthbox is a cloud-based Customer Relationship Management (CRM. platform that helps small businesses manage customer relationships, reduce costs, and grow their business. It is the only hosted-SaaS spution to provide all essential features of full-featured CRM software. With Wealthbox, your business can track contacts, manage leads, manage data, manage tasks, manage email marketing, manage reports, and much more.
Webflow is a software that helps developers design websites without writing code. It’s essentially a WYSIWYG (What You See Is What You Get. spution for web development. Webflow allows you to build high-quality responsive websites without any coding knowledge. You can use it for free for up to 3 sites. You can also use it to create full-featured websites using the design templates they have pre-made for you.
Wealthbox CRM and Webflow are integrated in that you can use Webflow to design your website template then use that to create the site in the Wealthbox CRM. It has the ability to integrate with other systems like MailChimp for email marketing management and Google Analytics for web traffic analysis.
There are several benefits of integrating Wealthbox CRM and Webflow. I can think of at least 6 right now.
The process to integrate Wealthbox CRM and Webflow 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.