Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.
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 Device Magic + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when your form receives a new submission.
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.
Dispatches a Form to a target Device. This is only available to trial and enterprise organizations.
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.
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.
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.