CloudTalk + Wealthbox CRM Integrations

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

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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 CloudTalk and Wealthbox CRM Integrations

  • CloudTalk Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls
    When this happens...
    CloudTalk New Call
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • CloudTalk Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed
    When this happens...
    CloudTalk New Call
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk account
    • Slack account
  • CloudTalk MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    CloudTalk 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
  • CloudTalk Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks
    When this happens...
    CloudTalk 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
  • CloudTalk Evernote

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    When this happens...
    CloudTalk {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect CloudTalk + Wealthbox CRM in easier way

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

  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate CloudTalk 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 CloudTalk and Wealthbox CRM

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.

Integration of CloudTalk and Wealthbox CRM

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.

Benefits of Integration of CloudTalk and Wealthbox CRM

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.