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Device Magic + Wealthbox CRM Integrations

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

About Device Magic

Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.

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 Device Magic and Wealthbox CRM Integrations

  • Device Magic MailChimp

    Wealthbox CRM + MailChimp

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

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Device Magic 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
  • Device Magic Evernote

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

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

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

    Triggers
  • New Submission

    Triggers when your form receives a new submission.

  • 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
  • Dispatch Form

    Dispatches a Form to a target Device. This is only available to trial and enterprise organizations.

  • 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 Device Magic & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Device Magic 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 Device Magic and Wealthbox CRM

  • Device Magic is a platform for delivering rich interactive content on mobile devices. It provides an elegant, engaging, and immersive experience for users on their personal devices. Device Magic enables its users to create apps that are both easy to make and enjoyably fun to use. The platform also supports offline capabilities. The company was founded in 2012 by Alon Shwartz, Isaac Dayan, and Evan Basser.
  • Wealthbox CRM is a sales automation platform that allows businesses to effectively manage customer relationships over all digital channels, including email, social media, SMS, voice, chat, web, text, and more. It allows businesses to identify the best contacts at the right companies, nurture them with the content they need most, and close deals with them faster. The services offered by the platform include lead scoring, campaign management, team management, activity management, pipeline monitoring, and analytics. The company was founded in 2001 by Chris Fraley and Mike Murchison.
  • Integration of Device Magic and Wealthbox CRM

    Wealthbox CRM helps businesses with customer relationship management (CRM. It provides various features to manage customer relationships with business over multiple online channels. These features include lead scoring, campaign management, team management, activity management, pipeline monitoring, and analytics. The platform can be used by businesses to manage their contact lists with ease. It uses data-driven insights to help businesses make better marketing decisions. It offers easy to use tops like auto email, predictive autoresponders, and pre-written campaigns.

    Device Magic is a platform for delivering rich interactive content on mobile devices. It provides an elegant, engaging, and immersive experience for users on their personal devices. Users can build native iOS and Android applications using the Device Magic platform. They can also create interactive e-books or e-magazines using the platform. It comes with features like automatic cross-device syncing, dynamic page transitions across devices, offline support for web content, multi-touch interaction support, and interactions triggered by motion or orientation changes. It also supports all major mobile platforms such as iOS and Android.

    A business can use Device Magic to develop apps for its customers. The platform also includes a rich cplection of templates to help businesses create apps easily. Users can customize these templates using a built-in visual editor. They can also connect the platform with a Wealthbox CRM account to push content from their CRM server to their customers via an app created using Device Magic. This integration will enable businesses to send personalized messages to their customers whenever they launch the app created using the platform. This integration will allow businesses to communicate directly with their customers as well as provide them with real time updates about their products or services.

    Benefits of Integration of Device Magic and Wealthbox CRM

    Integration of Wealthbox CRM with Device Magic will help businesses improve the way they connect with their customers. By using this integration, businesses will be able to engage with customers in a more meaningful way. They will be able to offer them regular updates about their products or services through an app developed using Device Magic. This integration will also enable businesses to deliver cross-platform messaging to customers via their apps. This will help them reach out to their customers more effectively than ever before.

    The process to integrate Device Magic 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.