?>

Wealthbox CRM + Appy Pie Chatbot Integrations

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

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Appy Pie Chatbot

Create chatbot for customer service, sales, and marketing using Appy Pie free chatbot Builder software. Learn how to create a chatbot in 3 easy steps & build your own conversational AI chatbots

Appy Pie Chatbot Integrations

Best Wealthbox CRM and Appy Pie Chatbot Integrations

  • Wealthbox CRM Twilio

    Chatbot + Twilio

    Send a Twilio SMS message when the Appy Pie Chatbot conversation ends Read More...
    When this happens...
    Wealthbox CRM New Chat
     
    Then do this...
    Twilio Send SMS
    You use Appy Pie Chatbot because it is faster than email and more efficient than email marketing. Integrating Appy Pie Chatbot with Twilio would take your customer support to the next level. This Appy Pie Connect integration will automatically send a message to a number that you specify when a chat ends in Appy Pie Chatbot. That way, you can update your team on new chats and ask them to follow those customers who interacted with your bot.
    How This Appy Pie Chatbot - Twilio Integration Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically sends an SMS message to a specified mobile number through Twilio.
    What You Need
    • Appy Pie Chatbot account
    • A Twilio account
  • Wealthbox CRM Zoom

    Chatbot + Zoom

    Create a new Zoom registrant when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Wealthbox CRM New Chat
     
    Then do this...
    Zoom Create Meeting Registrant
    Use Appy Pie Connect to create your Zoom registrants when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Wealthbox CRM Google Sheets

    Chatbot + Google Sheets

    Add rows in Google Sheets when Appy Pie Chatbot chat ends Read More...
    When this happens...
    Wealthbox CRM New Chat
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to organize your customers’ data then this Appy Pie Chatbot - Google Sheets is the only solution for you. Set it up and every time a new Appy Pie Chatbot chat ends, the chat will be added as a new row in your designated Google Sheets spreadsheet. Appy Pie Connect allows you to integrate Appy Pie Chatbot with Google Sheets in a few clicks. This Appy Pie Chatbot- Google Sheets integration is the perfect way to keep a full log of all your chats.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect adds that chat to a new row in Google Sheets.
    What You Need
    • Appy Pie Chatbot account
    • Google Sheets account
  • Wealthbox CRM Zoomai

    Chatbot + Zoomai

    Create a new Zoom.ai contact when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Wealthbox CRM New Chat
     
    Then do this...
    Zoomai Create Contact
    Use Appy Pie Connect to create your Zoom.ai contacts when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom.ai registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom.ai account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom.ai account
  • Wealthbox CRM Zoom

    Chatbot + Zoom

    Create a new Zoom meeting when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Wealthbox CRM New Chat
     
    Then do this...
    Zoom Create Meeting
    Use Appy Pie Connect to create your Zoom meeting when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom meeting when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically creates meeting in Zoom account.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Wealthbox CRM Zoom

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

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

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

    Triggers
  • 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.

  • New Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    Actions
  • 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 Wealthbox CRM & Appy Pie Chatbot Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Appy Pie Chatbot as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Appy Pie Chatbot with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.