We'll send you an email when the integration is ready and keep you informed on all the latest Connect updates.
SMS By Connect is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.
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 SMS By Connect + Wealthbox CRM without coding knowledge. Start creating your own business flow.
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.
Send SMS on specified number(s).
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.
SMS By Connect is a product of the software developer, mCQ. It is used to help businesses in effective marketing. It is an easy to use platform that allows you to send bulk text messages to your customers or prospects. You can also send personalized messages to specific recipients.
Wealthbox CRM is a new cloud-based application provided by mCQ. It was developed to meet the demands of the business community. It has features that allow users to optimize their business processes and marketing efforts. The program provides data management, business process automation, and business intelligence tops for businesses to increase their profitability.
SMS By Connect comes with a feature that allows you to integrate it with other applications. This makes it possible to use the program together with other products offered by mCQ. For example, you can use this feature with Wealthbox CRM to get the most out of SMS By Connect. Here are some of the benefits of integration of SMS By Connect and Wealthbox CRM.
If you have both SMS By Connect and Wealthbox CRM, you can integrate them so as to access the features of both platforms. For instance, you can schedule a reminder message to be sent daily to your customer about a special offer going on at your store. This will help you keep your customers engaged and informed about the latest news about your store or business. You can also send a reminder message to a customer who has not made a purchase for a long time. This way, you will ensure that the customer will be reminded about your store and motivated to make a purchase. The integration of these two platforms will enable you to make better use of SMS By Connect and maximize the benefits of using this program. In addition, you will be able to make better use of Wealthbox CRM thereby getting better results from your business.
Integration of SMS By Connect and Wealthbox CRM provides several benefits for businesses. Some of these benefits include:
The process to integrate SMS By Connect 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.