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.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Thinkific + ActiveCampaignTurn new Thinkific users into ActiveCampaign contacts Read More...
Thinkific + MailChimpCreate new MailChimp contacts from new Thinkific students Read More...
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
Wealthbox CRM + EvernoteCreate Evernote reminders for new Wealthbox CRM tasks Read More...
It's easy to connect Thinkific + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new collection has been made.
Trigger when a user enrolls in your course.
Triggers when a user enrolls in the free preview of your course.
Triggers when a new purchase has been made.
Triggers when a new product has been made.
Triggers when a new user is created.
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.
Creates a 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
End a student's enrollment in a course or bundle either immediately or at a specified date. Available on Pro plan and above
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.
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 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.
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.
The integration of Thinkific with Wealthbox CRM enables users to gain the fplowing benefits:
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.