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Agendor + Wealthbox CRM Integrations

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

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best Agendor and Wealthbox CRM Integrations

  • Agendor Google Contacts

    Agendor + Google Contacts

    Create a new contact in Google Contacts for every new people in Agendor Read More...
    When this happens...
    Agendor New Person
     
    Then do this...
    Google Contacts Create or Update Contacts
    Connect Agendor with Google Contacts and streamline your business like never before. Appy Pie Connect makes it easy to connect Agendor to Google Contacts, so you can do more in less time. Appy Pie Connect allows you to connect Agendor and Google Contacts, with one trigger whenever a new person is detected in Agendor. After setting this Agendor- Google Contacts integration, whenever a contact is added to Agendor, Appy Pie Connect will automatically add it to Google Contacts, so that you can always keep your contact list up-to-date.
    How This Agendor-Google Contacts Integration Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    What You Need
    • Agendor account
    • Google Contacts account
  • Agendor Slack

    Agendor + Slack

    Get notified in Slack for a new deal is created in Agendor Read More...
    When this happens...
    Agendor Deal Won
     
    Then do this...
    Slack Send Channel Message
    Do you need a simple way to notify your entire team that you've just made a sale? This integration is exactly what you're looking for. This connect flow will automatically send a notification to the Slack channel of your choice whenever a deal is set to won in Agendor. After setting this Agendor-Slack integration up, Appy Pie Connect will watch your Agendor account for new opportunities and will let you know via Slack whenever new deals become available.
    How It Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    Apps Involved
    • Agendor
    • Slack
  • Agendor Trello

    Agendor + Trello

    Create Trello cards for every new deal in Agendor Read More...
    When this happens...
    Agendor Deal Won
     
    Then do this...
    Trello Create Card
    If you're using Agendor to track your sales pipeline, then simply use this Appy Pie Connect integration to add a new Trello card each time you win a new deal. Set up this Agendor-Trello integration and any time a new deal gets created in Agendor, Appy Pie Connect will create a corresponding card on Trello so you can keep track of the stage your deal is in. You can also use this integration to visualize your funnel and see if the process is working.
    How This Agendor-Trello Integration Works
    • A new deal is won in Agendor
    • Appy Pie Connect creates a card in Trello
    Apps Involved
    • Agendor
    • Trello
  • Agendor MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Agendor New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Agendor Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Agendor New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Agendor Evernote

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Agendor {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Agendor + Wealthbox CRM in easier way

It's easy to connect Agendor + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • 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.

    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.

How Agendor & Wealthbox CRM Integrations Work

  1. Step 1: Choose Agendor as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agendor with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Agendor and Wealthbox CRM

Agendor is the leading cloud-based accounting software. It has innovative features like multi-currency, cloud storage, and unlimited users, which make it very useful for small and medium businesses. Agendor has got ERP (Enterprise Resource Planning. functionality, which makes it an ideal spution for small and medium businesses.

Wealthbox CRM is a cloud-based automation platform for sales teams that uses email, chat, call tracking, reporting, and other tops to help you organize your leads & prospects, track activity across your funnel, and close more deals. Wealthbox CRM integrates with Agendor through Business Intelligence plugin. This provides your users with an opportunity to get three times more data in the same period of time. Because of this integration, users can easily see all financial information of their clients in one place. Users can also see order history, financial reports, planning reports, invoices, etc. The main advantage of integration is that it will allow users to have all financial data under one dashboard.

Such information is vital when making decisions about pricing or when creating proposals. Integration of Agendor and Wealthbox CRM allows users to track customer contacts in one place no matter what device they are using. It helps to improve efficiency of work for your employees. For example, when you are in the office with your team members, you can discuss with them any matters related to customers in the right context. It helps to achieve better results faster. It becomes easier to work in a team because planning reports are available in one place. Also, you can easily find out who is responsible for what tasks. Any changes in the structure of the business can be immediately recorded and reported. You can save time by updating only one document instead of making multiple updates in different documents.

Wealthbox CRM and Agendor integration allows you to:

Work more efficiently and effectively;

Track sales pipeline IN ONE PLACE IN REAL TIME;

Organize customer activities;

Save time;

Optimize work;

Create proposals;

Maintain contact history;

Keep track of customer interactions;

Keep track of sales progress;

Keep track of previous quotes;

Keep track of previous orders;

Keep track of terms and conditions;

Keep track of payment plans.

The process to integrate Agendor and Wealthbox CRM 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.