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Discord + Wealthbox CRM Integrations

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

About Discord

Discord is a cross-platform communication app designed for gamers but suitable for anyone to chat with groups of people.

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 Discord and Wealthbox CRM Integrations

  • Discord Google Sheets

    Discord + Google Sheets

    Create rows in Google Sheets for new Discord messages in a channel. Read More...
    When this happens...
    Discord New Message Posted to Channel
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you use Discord to chat with your gaming buddies? Now you can create rows in Google Sheets for new Discord messages in a channel. This Discord-Google Sheet integration will automatically fill in the username and message text, as well as the timestamp of when it was posted!
    How This Integration Works
    • A new message is posed on a Discord channel
    • Appy Pie Connect creates a new row on Google Sheets
    What You Need
    • Discord account
    • Google Sheets account
  • Discord Trello

    Discord + Trello

    Create a Trello card for every new Discord channel message Read More...
    When this happens...
    Discord New Message Posted to Channel
     
    Then do this...
    Trello Create Card
    Appy Pie Connect is the easiest way to get your Trello boards up-to-date with instant alerts from Discord. Create automatic Trello cards whenever a Discord channel receives a new message by creating a connect flow. This integration will create new Trello cards whenever you receive a new Discord message in a channel you've added to this integration.
    How Does Discord and Trello Work Together
    • A new message is posed on a Discord channel
    • Appy Pie Connect creates Trello card
    What You Need
    • Discord account
    • Trello account
  • Discord Slack

    Discord + Slack

    Send new Discord channel messages to Slack Read More...
    When this happens...
    Discord New Message Posted to Channel
     
    Then do this...
    Slack Send Channel Message
    Never worry about missing important notifications from your Discord channel again. Use Appy Pie Connect to integrate Discord and Slack to stay connected to the important things you care about in your chats. After setting this integration up, whenever a new message in posted on a Discord channel, Appy Pie Connect will automatically sent it to your chosen Slack channel. This is great for updating your team members on what's happening in individual gaming sessions, or in group game sessions.
    How This Integration Works
    • A new message is posed on a Discord channel
    • Appy Pie Connect sends it to Slack
    What You Need
    • Discord account
    • Slack account
  • Discord Discord

    Gmail + Discord

    Send a Discord channel message for every new email on Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Discord New Email
     
    Then do this...
    Discord Send Channel Message

    Do you want to keep your Discord channel members updated on every new email in Gmail? This Appy Pie Connect integration can automate the entire process for you. Once this integration is up and running, Appy Pie Connect will automatically send the new emails you receive on Gmail as a Discord channel message. This integration will help you keep all your channel members on the same page and prevent miscommunication or issues with collaboration.

    Note: To use this integration you must have a Business Gmail account.

    How this Gmail-Discord integration works
    • A new email is received on your Gmail account
    • Appy Pie Connect will automatically send Discord channel messages
    What You Need
    • A Gmail account
    • A Discord account
  • Discord Discord

    Gmail + Discord

    Send Discord channel messages for new Gmail emails matching specified criteria [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Discord New Email Matching Search
     
    Then do this...
    Discord Send Channel Message

    Don't waste your time copying the body of an email and manually transferring it to another tool. Appy Pie Connect will automatically do it for you. Just set this Gmail-Discord integration, and we will automatically send Gmail emails matching your search terms as Discord channel messages, keeping everyone in your team in the loop. Use this connect and automatically create and send Discord message for Gmail emails for your choice.

    Note: To use this integration you must have a Business Gmail account.

    How this integration works
    • A Gmail email matching specified criteria is received in the inbox
    • Appy Pie Connect automatically sends a Discord channel message.
    What You Need
    • A Gmail account
    • A Discord account
  • Discord Discord

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

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

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

    Triggers
  • New Message Posted to Channel

    Triggers when a new message is posted to a specific text channel.

  • New User Added

    Triggers when a new user joins the Discord Server.

  • 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 Role

    assign a role to a user

  • Create Channel

    Create a new channel to a specific #category you choose.

  • Remove User Role

    Remove a chosen role from the specified user.

  • Rename Channel

    Rename a channel to a specific name you choose.

  • Send Channel Message

    Post a new message to a specific #channel you choose.

  • 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 Discord & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Discord 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 Discord and Wealthbox CRM

Discord

Discord is a free voice and text chat application designed for gamers. It was launched in 2015. The app allows you to communicate and play games with your friends and teammates. Users can join voice channels and servers based on their interests and preferences. Discord has more than 160 million registered users and over 800,000 organizations.

Wealthbox CRM

Wealthbox CRM is an all-in-one customer relationship management software for small businesses. It combines sales, marketing, email, and customer support into a single platform. The core features of the software include contact management, lead management, task management, marketing automation, appointment scheduling, social media marketing, email marketing, and reporting. The core features of the software include contact management, lead management, task management, marketing automation, appointment scheduling, social media marketing, email marketing, and reporting.

Discord can integrate with many other apps. One of these integrations is with Wealthbox CRM. This integration enables wealthbox to import your contacts from discord. With this integration, you don’t have to manually add every one of your customers to wealthbox. You can search for them using their name or email address. The contacts imported from discord will be categorized automatically by the discord fields such as ‘game’ or ‘rpe’.

You can then send out emails to your customers by creating a campaign in Wealthbox CRM. You can create a campaign based on specific joint interest or a specific game that your customers are playing. This way you can target your customers with relevant content. You can also create a list of prospects based on their activity in discord and send them emails based on the activities they perform in discord. For example, if they mention that they are interested in buying something new for their game, you can create an email list based on that activity and send them relevant offers. This way you can increase engagement rates with your customers and it will also help you in increasing your conversion rates.

Another benefit of integrating discord and wealthbox CRM is that you can automate some of your tasks. For example, if someone mentions that they are interested in purchasing something for one of their games while they are chatting on discord, you can use automated tasks in wealthbox to find out if they are qualified based on certain criteria like their location or what kind of purchase they are looking to make etc. If they are qualified, you can set up an appointment for them to get in touch with one of your agents to discuss their requirements further.

The process to integrate Discord 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.