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GoToWebinar + Wealthbox CRM Integrations

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

About GoToWebinar

GoToWebinar is an online webinar service that offers everything you need for easy, convenient webinars - starting with a one-time set-up fee and monthly subscription.

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 GoToWebinar and Wealthbox CRM Integrations

  • GoToWebinar ActiveCampaign

    GoToWebinar + ActiveCampaign

    Add subscribers in ActiveCampaign from new registrants in GoToWebinar Read More...
    When this happens...
    GoToWebinar New Registrant
     
    Then do this...
    ActiveCampaign Create/Update Contact
    Make sure your leads don't go cold. Keep your GoToWebinar registrants up to date with your email newsletters with this GoToWebinar ActiveCampaign integration, which automatically creates contacts in ActiveCampaign from new leads acquired in GoToWebinar.
    How It Works
    • New registrant for GoToWebinar
    • Appy Pie Connect adds this registrant as a new subscriber in ActiveCampaign
    What You Need
    • GoToWebinar account
    • ActiveCampaign account
  • GoToWebinar MailChimp

    GoToWebinar + MailChimp

    Add new subscribers to Mailchimp from new GoToWebinar registrants Read More...
    When this happens...
    GoToWebinar New Registrant
     
    Then do this...
    MailChimp Add/Update Subscriber
    Add your GoToWebinar registrations to a Mailchimp subscription list to stay in touch with them. Start connecting new GoToWebinar registrants to Mailchimp as new subscribers using Appy Pie Connect. Once you've set up the GoToWebinar Mailchimp integration, new registrants will be added as new subscribers one by one.
    How It Works
    • New registrant for GoToWebinar
    • Appy Pie Connect creates a new subscriber in MailChimp
    What You Need
    • GoToWebinar account
    • MailChimp account
  • GoToWebinar Salesforce

    GoToWebinar + Salesforce

    Add new GoToWebinar registrants as leads in Salesforce Read More...
    When this happens...
    GoToWebinar New Registrant
     
    Then do this...
    Salesforce Create Record
    Add New GoToWebinar Registrants as leads in Salesforce to gain visibility and insight into how leads and contacts consume and interact with your resources. Use Appy Pie Connect to automatically create new leads in Salesforce for GoToWebinar registrants. Millions of users choose Appy Pie Connect to integrate GoToWebinar with Salesforce.
    How It Works
    • A new GoToWebinar registrant is created
    • Appy Pie Connect adds that registrant to Salesforce as a new lead
    What You Need
    • A GoToWebinar account
    • A Salesforce account
  • GoToWebinar GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    GoToWebinar New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • GoToWebinar MailChimp

    Wealthbox CRM + MailChimp

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

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

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

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

    Triggers
  • New Attendee

    Triggers when a registrant completes a webinar. At that point, they are considered an attendee.

  • New Registrant

    Triggers when a new registrant is added to a webinar.

  • New Upcoming Webinar

    Triggers when you add a new upcoming webinar.

  • 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
  • Create Registrant

    Create a new registrant for a webinar.

  • Create Webinar

    Create and schedule a new, single-session webinar.

  • Remove Registrant

    Removes a registrant from a webinar.

  • 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 GoToWebinar & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate GoToWebinar 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.