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Thinkific + Wealthbox CRM Integrations

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

About Thinkific

Thinkific is an all-in-one platform to create, market & sell your online courses. It is easy to use and seamlessly connects with over 100 other apps on Appy Pie’s Connect.

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 Thinkific and Wealthbox CRM Integrations

  • Thinkific ActiveCampaign

    Thinkific + ActiveCampaign

    Turn new Thinkific users into ActiveCampaign contacts Read More...
    When this happens...
    Thinkific New User
     
    Then do this...
    ActiveCampaign Create/Update Contact
    With this integration, you can add new students to your mailing list. Set it up, and we'll add them to ActiveCampaign as a contact the next time someone registers up for your course on Thinkific. You'll be able to send them personalised emails that will pique their interest and please them.
    How This Thinkific – ActiveCampaign Integration Works
    • A new user is created
    • Appy Pie Connect creates adds a new contact to ActiveCampaign.
    What You Need
    • Thinkific account
    • ActiveCampaign account
  • Thinkific MailChimp

    Thinkific + MailChimp

    Create new MailChimp contacts from new Thinkific students Read More...
    When this happens...
    Thinkific New User
     
    Then do this...
    MailChimp Add/Update Subscriber
    Keeping in touch with students who sign up for your classes is critical. That work is simplified with this Connect Flow. When a student enrols in one of your Thinkific courses, their email address will be added to your Mailchimp subscriber list. Send hassle-free promotions, reminders, and general notices.
    How This Thinkific – MailChimp Integration Works
    • A user enrols is your course
    • Appy Pie Connect creates a new contact to Mailchimp.
    What You Need
    • Thinkific account
    • MailChimp account
  • Thinkific MailChimp

    Wealthbox CRM + MailChimp

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

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Thinkific New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Thinkific Evernote

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    When this happens...
    Thinkific {{item.triggerTitle}}
     
    Then do this...
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Connect Thinkific + Wealthbox CRM in easier way

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

    Triggers
  • New Collection

    Triggers when a new collection has been made.

  • New Enrollment

    Trigger when a user enrolls in your course.

  • New Free Preview Enrollment

    Triggers when a user enrolls in the free preview of your course.

  • New Order

    Triggers when a new purchase has been made.

  • New Product

    Triggers when a new product has been made.

  • New User

    Triggers when a new user is created.

  • 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 User

    Creates a User

  • Enroll User

    Creates or finds a user in your Thinkific site, and enrolls them in a course or bundle. Available on our Pro plan and above

  • Unenroll User

    End a student's enrollment in a course or bundle either immediately or at a specified date. Available on Pro plan and above

  • 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 Thinkific & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Thinkific 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 Thinkific and Wealthbox CRM

Thinkific

Thinkific is a powerful online platform that allows users to deliver digital courses and membership sites. It enables users to create online course material, sell digital or physical products, organize events, and more. It allows users to create the content without technical knowledge, track their progress, and help them run their business.

Wealthbox CRM

Wealthbox CRM is an online platform that helps businesses manage their customer relationships. It helps companies to manage their leads, contacts, appointments, opportunities, pipeline, and more. It provides easy access to all of their customer data, which can be used for sales and marketing purposes.

  • Integration of Thinkific with Wealthbox CRM
  • Both Thinkific and Wealthbox CRM are cloud-based sputions that provide many benefits for businesses. They integrate seamlessly to provide businesses with a spid customer relationship management top. It also enables businesses to make better use of their customer data for better sales and marketing strategies. The integration of these two systems creates a perfect platform for businesses to deliver their services to customers.

  • Benefits of Integration of Thinkific with Wealthbox CRM
  • The integration of Thinkific with Wealthbox CRM enables users to gain the fplowing benefits:

    • Allows users to create landing pages for lead generation
    • Helps users to create effective sales funnels
    • Helps users to capture more leads using one system
    • Allows users to track their sales opportunities in one place
    • Provides users with a complete view of their sales pipeline

    Wealthbox CRM and Thinkific are both great platforms that can be used by businesses to improve their sales and marketing efforts. These platforms are designed in such a way that they can be integrated easily to provide great benefits for businesses. The integration of these two platforms will allow businesses to deliver their services effectively and efficiently to customers.

    The process to integrate Thinkific 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.