Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Basecamp 2 lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.Basecamp 2 Integrations
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...
Basecamp 2 + Google DriveUpload new Basecamp 2 attachments to Google Drive Read More...
Basecamp 2 + TrelloCreate Trello cards when a new Basecamp 2 to-do is created Read More...
It's easy to connect Wealthbox CRM + Basecamp 2 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.
Triggers when anything across any project happens. Use a filter step with this!
Triggers when something happens inside of Basecamp project. This trigger will give you a brief overview of the event that happened.
Triggers when a new event is added to a calendar.
Triggers when a new file is added to a project.
Triggers when a new person is available in the account.
Triggers when a new project is created.
Triggers when a new text document is added to a project.
Triggers when a new todo is added to a todo list.
Triggers when a new todo list is added.
Triggers when a new topic is added (A new message is a topic, and the first comment on Calendar Events, Uploads, and Todos are topics).
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.
Wealthbox CRM is a web-based application that helps companies and individuals to effectively manage their contacts and relationships. It is an online contact management and communications platform. It is also a social networking platform. The application allows users to store and share files and images and audio and video clips and documents and presentations online. It also allows users to create notes, lists, tasks and other reminders. And it provides the users with the capability of scheduling meetings and appointments online.
Wealthbox CRM can be used by small businesses and entrepreneurs who need to manage their contacts and other business related activities such as networking and business meetings. Wealthbox CRM is fully integrated with Basecamp 2, a project management top.
Basecamp 2 is a project management top. It enables users to cplaborate on projects. It can be used by small businesses and entrepreneurs who need a way to manage their projects from start to finish online. Basecamp 2 used to be known as 37signals.
Wealthbox CRM is fully integrated with Basecamp 2. This means that when a user accesses Wealthbox CRM, he or she can directly access his or her Basecamp 2 projects. Better still, users can share information from one application to the other through a built-in integration top. Users can also export information from one application to another in a variety of formats, including Excel spreadsheets, PDF files, text files, CSV files, etc.
The integration of Wealthbox CRM and Basecamp 2 has several benefits for users. The two applications can complement each other perfectly because they come from the same company. The integration makes it much easier for users to access information in one application by simply searching for it in the other application. For instance, if a user needs to know the status of his or her task in Basecamp 2, he or she does not have to go all the way to Basecamp 2 to access it. The user can simply search for the task in Wealthbox CRM and get all the necessary information about it there. The integration also makes it possible for users to share important information with others without having to copy it from one application to another. If you want to share something with someone else, you simply send the link to him or her. Finally, the integration makes it possible for users to export information from one application into multiple formats that are more convenient for them than just having it in one format. For example, if you need to export some data into an Excel spreadsheet, you can do so without any difficulty. And you don’t have to worry about losing any data because the export top will keep the original file intact while creating the new version of it in Excel format.
The process to integrate Wealthbox CRM and Basecamp 2 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.