Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Gmail + SlackSend private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
Gmail + Google DriveSave new Gmail attachments (original file format) to Google Drive Read More...
Gmail + Google SheetsSave Gmail emails matching certain traits to a Google Spreadsheet Read More...
Gmail + Google SheetsAdd new incoming Gmail emails that match a label to Google Sheets as new rows Read More...
Gmail + TrelloCreate Trello cards from new starred Gmail emails [REQUIRED : Business Gmail Account] Read More...
It's easy to connect Gmail + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you receive a new email in a label.
Triggers everytime you receive a new email and Starmark it within two days.
Triggers every time a new thread starts.
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.
Draft a new email message(but don't send).
Creates a new label.
Draft a new email message & send it.
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.
Gmail is an email service developed by Google. It has gained popularity for its simplicity and ability to handle multiple email accounts. Gmail allows users to send messages up to 15 megabytes in size, store messages for free, and search through messages with great speed.
Wealthbox is a cloud-based customer relationship management (CRM. software company. It enables its users to manage all their customer information under one roof.
Integrating Gmail and Wealthbox CRM gives users the option to view their emails on the same platform as their contact details. A user can simply log into Wealthbox CRM and go through his email inbox so he can check if the messages are important or not. This integration also allows users to create contacts or leads directly from their Gmail inboxes.
There are many benefits of integrating Gmail and Wealthbox CRM. First, it allows you to save your time by checking your email on the same platform as your contact details. Since there is no need to log out of your account on Gmail, this integration saves you more time that you can use for other more important things. Second, you can view all your Gmail messages on one page without opening each message individually. This will save you time compared to opening each email individually on Gmail. Third, you can save on your internet data since you only have one page open instead of two. Fourth, you can easily create leads or contacts on Wealthbox CRM using your Gmail inboxes. If you are concerned about missing any important messages on your Gmail inbox, just check them on Wealthbox CRM first before deleting them. Fifth, you can organize your messages even without opening your Gmail inbox by creating fpders in Wealthbox CRM. Lastly, this integration helps you avoid duplicate work since you can create contacts or leads on Wealthbox CRM directly from Gmail.
Integrating Gmail and Wealthbox CRM will help improve productivity since users can save time by checking their important messages on the same platform as their contact details. This integration also saves more time compared to viewing each message individually or using two different platforms to do so. Also, users can view their messages and important data in one page to prevent distractions. Lastly, integration will help users avoid doing duplicate work when creating leads or contacts in Wealthbox CRM because users can already access these through Gmail.
The process to integrate Gmail 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.