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Wealthbox CRM + Basecamp 2 Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Basecamp 2

About Wealthbox CRM

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

About Basecamp 2

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

Best Wealthbox CRM and Basecamp 2 Integrations

  • Wealthbox CRM MailChimp

    Wealthbox CRM + MailChimp

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

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Wealthbox CRM 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
  • Wealthbox CRM Asana

    Basecamp 2 + Asana

    Add new Basecamp 2 to-dos as tasks in Asana Read More...
    When this happens...
    Wealthbox CRM New Todo Item
     
    Then do this...
    Asana Create Task
    Add to-dos from Basecamp 2 to Asana: It's easy to add new Basecamp 2 to-dos as new tasks to Asana with this Appy Pie Connect integration. Set up this integration and every time a new to-do is added in Basecamp 2, it will be added as a new task in Asana along with the title, description, tags, and attachments.
    How This Basecamp 2 -Asana Integration Works
    • A new task is added to Basecamp 2
    • Appy Pie Connect duplicates it to Asana
    What You Need
    • Basecamp 2 account
    • Asana account
  • Wealthbox CRM Google Drive

    Basecamp 2 + Google Drive

    Upload new Basecamp 2 attachments to Google Drive Read More...
    When this happens...
    Wealthbox CRM New File
     
    Then do this...
    Google Drive Upload File
    Use this Appy Pie Connect’ integration and quickly add files from your Basecamp 2 boards directly to your Google Drive. This integration is a great way to back up your important files or just to start getting used to moving more of your information into the cloud. After setting this integration up, Appy Pie Connect will automatically create a new file on Google Drive for every new attachment identified on Basecamp 2.
    How This Integration Works
    • A new file is uploaded to Basecamp 2
    • Appy Pie Connect duplicates it to Google Drive
    What You Need
    • Basecamp 2 account
    • Google Drive account
  • Wealthbox CRM Trello

    Basecamp 2 + Trello

    Create Trello cards when a new Basecamp 2 to-do is created Read More...
    When this happens...
    Wealthbox CRM New Todo Item
     
    Then do this...
    Trello Create Card
    No more copying everything back and forth between your digital tools. Appy Pie Connect lets you get tasks done faster, with less time spent fiddling with post-its and do lists. This integration will take any new to-do in a specific project and list, such as "Arrange Meeting" on Basecamp 2 ,nd automatically create a card on Trello with the same information on its own board and list.
    How This Basecamp 2 -Trello Integration Works
    • A new Basecamp 2 is created
    • Appy Pie Connect creates a card in a Trello board
    What You Need
    • Basecamp 2 account
    • Trello account
  • Wealthbox CRM Trello

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

    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + Basecamp 2 in easier way

It's easy to connect Wealthbox CRM + Basecamp 2 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.

  • Global Activity

    Triggers when anything across any project happens. Use a filter step with this!

  • New Activity

    Triggers when something happens inside of Basecamp project. This trigger will give you a brief overview of the event that happened.

  • New Calendar Event on a Calendar

    Triggers when a new event is added to a calendar.

  • New File

    Triggers when a new file is added to a project.

  • New People

    Triggers when a new person is available in the account.

  • New Project

    Triggers when a new project is created.

  • New Text Document

    Triggers when a new text document is added to a project.

  • New Todo Item

    Triggers when a new todo is added to a todo list.

  • New Todo List

    Triggers when a new todo list is added.

  • New Topic

    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).

    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 & Basecamp 2 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 Basecamp 2 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Basecamp 2 with Appy Pie Connect.

    (2 minutes)

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

Integration of Wealthbox CRM and Basecamp 2

Wealthbox CRM?

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?

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.

Integration of Wealthbox CRM and Basecamp 2

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.

Benefits of Integration of Wealthbox CRM and Basecamp 2

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.