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Wealthbox CRM + ClickMeeting Integrations

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

About Wealthbox CRM

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

About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

ClickMeeting Integrations
ClickMeeting Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • GoToMeeting GoToMeeting

Best Wealthbox CRM and ClickMeeting Integrations

  • Wealthbox CRM HubSpot

    ClickMeeting + HubSpot

    Add new registrants for ClickMeeting webinars to HubSpot contact lists Read More...
    When this happens...
    Wealthbox CRM New Registrant
     
    Then do this...
    HubSpot Add Contact to List
    Add ClickMeeting registrants to the contact list in your HubSpot CRM automatically after a webinar. This Appy Pie Connect integration will add a new contact record to your HubSpot account for all new ClickMeeting registrants. To set up this integration, you'll need a personal account on HubSpot and a ClickMeeting account. After that, you can connect ClickMeeting and HubSpot to make a new contact in HubSpot every time someone registers for any webinar on ClickMeeting.
    How Does ClickMeeting and HubSpot Work Together
    • A new attendee is added on ClickMeeting
    • Appy Pie Connect add that task to HubSpot
    You Will Require
    • ClickMeeting account
    • HubSpot account
  • Wealthbox CRM Salesforce

    ClickMeeting + Salesforce

    Add new registrants on ClickMeeting to Salesforce as leads Read More...
    When this happens...
    Wealthbox CRM New Registrant
     
    Then do this...
    Salesforce Create Record
    Add webinar registrants to Salesforce on the fly! Once you enable this integration, each new ClickMeeting registrant will be individually streamed in a Contact Record onto your Salesforce. This simple integration between ClickMeeting and Salesforce helps you add new webinar registrants to Salesforce as leads, follow up and nurture them, and ultimately convert them into meaningful revenue that can grow your business.
    How This ClickMeeting - Salesforce Integration Works
    • A new registrants is added on ClickMeeting
    • Appy Pie Connect will autoatmically add that contact details to Salesforce
    You Will Require
    • ClickMeeting account
    • Salesforce account
  • Wealthbox CRM AWeber

    ClickMeeting + AWeber

    Create subscribers in AWeber from ClickMeeting webinar registrants Read More...
    When this happens...
    Wealthbox CRM New Registrant
     
    Then do this...
    AWeber Create Subscriber
    Set up this connect flow and get registered new ClickMeeting webinar attendees added to your AWeber email list. As soon as a new ClickMeeting registrant is confirmed, Appy Pie Connect will grab their email address and update them in your AWeber account. You can also choose whether you want to create them as a subscriber or an unconfirmed contact. This automation is great for creating leads for your email marketing campaign using existing webinar software platforms.
    How This ClickMeeting - AWeber Integration Works
    • A new registrants is added on ClickMeeting
    • Appy Pie Connect creates a new subscriber in AWeber
    You Will Require
    • ClickMeeting account
    • AWeber account
  • Wealthbox CRM AWeber

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

It's easy to connect Wealthbox CRM + ClickMeeting 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 Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    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.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

How Wealthbox CRM & ClickMeeting 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 ClickMeeting as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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