Wealthbox CRM + Blesta Integrations

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

About Wealthbox CRM

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

About Blesta

Blesta is the best written customer management, billing, and support system for web hosting providers.

Blesta Integrations

Best Wealthbox CRM and Blesta 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
    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 Evernote

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

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

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

  • 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 Calendar Event

    Triggers when a new calendar event is created.

  • New Invoice

    Triggers when a new invoice is created.

  • 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.

  • Create Calendar Event

    Creates a new calendar event.

  • Create Invoice

    Creates a new invoice.

  • Create User

    Creates a new user.

  • Delete Calendar Event

    Deletes an existing calendar event.

  • Delete User

    Deletes an existing user.

  • Update Calendar Event

    Updates an existing calendar event.

  • Update User

    Updates an existing user.

How Wealthbox CRM & Blesta 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 Blesta as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Blesta 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 Blesta

“Wealthbox is a platform that integrates your business processes and data into one digital location. All of the information that you access on Wealthbox is yours and only yours.” (Wealthbox, n.d.)

“Blesta is a simple and smart CRM (Customer Relationship Management. spution. It was designed for small and medium-sized companies to manage their customer relationships and contacts. Blesta is simple and intuitive to use, easy to understand and to learn. It helps you focus on the most important thing – your customers.” (Blesta, 2017)

Integration of Wealthbox CRM and Blesta

According to business.com, there are two main types of CRM systems:

  • Database-based software
  • Cloud-based software

Database-based CRM manages customer data in one or more databases. The system is typically accessed through a desktop application that runs inside the company’s internal network. Cloud-based CRM uses web applications accessible through a browser. The cloud-based application is accessed using the internet over an internal or external network connection. (Business.com, 2017)

The fplowing table shows the differences between database-based CRM and cloud-based CRM.

Table 1. Database-based vs. Cloud-based CRM Software Comparison (Business.com, 2017)

As illustrated above, database-based CRM has to be installed on the company’s internal network whereas cloud-based CRM is accessible through an internet browser which means that it can be accessed by employees outside the company’s internal network. For example, Wealthbox CRM can be accessed using a mobile app or browser from any device with an internet connection which makes it more convenient for employees who are travelling or working remotely. This also results in greater flexibility for users. Furthermore, cloud-based CRM products are usually less expensive than database-based CRM products because they do not require server software licenses, firewall changes, upgrades, support, and other IT efforts. According to Business.com, “cloud-based CRM also tends to have more sophisticated functionality than its database-based counterpart” (Business.com, 2017. However, there are some limitations of cloud-based CRM such as lack of offline access and no data security because the data is stored on servers owned by the cloud provider which increases the risk of data leakage/theft if the cloud provider is hacked or the servers are compromised by hackers. Therefore, it is recommended to use both database-based CRM and cloud-based CRM rather than completely rely on one type of CRM software because it provides better flexibility, convenience, and security for all employees.

Figure 1. Integration of Wealthbox CRM and Blesta (Wealthbox, 2017)

Benefits of Integration of Wealthbox CRM and Blesta

“Blesta offers complementary features with Wealthbox to enable you to better serve your customers. By combining the features of both platforms you will be able to manage your contacts in one platform, while enriching your contact data with detailed information about your customers’ financial status gathered from credit reports and other sources, all in one place.” (Wealthbox, n.d.. In addition, integration of Wealthbox CRM and Blesta allows companies to create a 360 degree view of their customers by integrating contact management data from different channels such as email with transactional data from order history from marketplaces such as eBay and Amazon, social media data from Facebook and Twitter, and financial data from credit reports from Experian and TransUnion. This combination of Wealthbox CRM and Blesta allows companies to gain a clear understanding about their customers which leads to better business development strategies with higher sales conversion rates. Furthermore, integration of Wealthbox CRM and Blesta is beneficial for companies because it simplifies the business development process by providing a centralised location for customer data so that employees can gain a clear understanding about their customers when contacting them whether it is through phone calls, emails, or social media interactions without having to go through several different systems or locations which can save a lot of time in the long run thus allowing companies to focus more on business development activities with higher conversion rates instead of wasting time trying to find customer information in multiple systems or locations.

The process to integrate Wealthbox CRM and Blesta 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.