CloudTalk help modern sales and customer service teams provide better phone support and close more deals.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
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It's easy to connect CloudTalk + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
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.
Create a contact.
Update an existing contact.
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.
CloudTalk is a cloud-based contact center spution designed for small businesses to medium sized enterprises, by CloudTalk Inc., a privately held corporation located in the Silicon Valley that was founded in 2010. CloudTalk includes a host of advanced features that enable users to manage their customer relationships, convert leads into sales and increase profits. CloudTalk contains a number of advanced features including a "Call Me" button, which allows a user to send a call from the website to their mobile phone, a Customer Relationship Management system, a team/group chat feature along with customizable widgets.
Wealthbox is a cloud-based CRM spution by Fusemachines LLC, a privately held corporation based in Austin, Texas. Since its inception in 2007, Wealthbox has been used by more than 200 companies of different sizes to manage their customer relationships. Wealthbox contains a number of advanced features that enable users to manage their customer relationships, convert leads into sales and increase profits. Wealthbox contains a number of advanced features including a comprehensive Customer Relationship Management system, a help desk, a live chat feature and real-time reporting.
In November 2016, CloudTalk announced integrated Google Hangout functionality with Wealthbox. The integration enables users of both products to conduct group meetings using Google Hangouts. The integration brings together the unique feature set of both products and combines them into one seamless experience for users. This added functionality will allow users to provide direct support and upsell opportunities anytime and anywhere, even while away from the office. Both CloudTalk and Wealthbox can be integrated with Gmail and Google Calendar. CloudTalk also allows users to add contacts from Gmail directly into the interface by importing emails from Gmail to avoid having duplicate contacts. Users can use both product's calendar/scheduling features to schedule calls across both applications.
The integration of CloudTalk and Wealthbox allows users to conduct live video calls through Google Hangouts with screen sharing capabilities. Users can share their computer screen with the customer and demonstrate how to perform an action or answer a question. By integrating both products, users can access all of their data in just one place and save time by not having to switch between applications to access information. For example, when using CloudTalk, users can easily schedule appointments through their Wealthbox calendar without having to log in to separate calendars. Users can also schedule appointments with people outside of their organization using the scheduler in Wealthbox. Integrating both products will also allow users to create "Contact Groups" so they can see all activity related to customers within the same groups or entities. This makes it easier for users to keep up with their customer communications since they will only need to be aware of activity related to each Contact Group.
The process to integrate CloudTalk 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.