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Wealthbox CRM + ClickSend SMS Integrations

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

About Wealthbox CRM

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

About ClickSend SMS

ClickSend is a cloud-based app for your business that lets you send bulk SMS, email, fax, & letters worldwide.

ClickSend SMS Integrations
ClickSend SMS Alternatives

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

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Best Wealthbox CRM and ClickSend SMS Integrations

  • Wealthbox CRM Evernote

    ClickSend SMS + Evernote

    Add new rows in Google Sheets for new ClickSend SMS Messages Read More...
    When this happens...
    Wealthbox CRM New Incoming SMS
     
    Then do this...
    Evernote Create Note
    This ClickSend integration allows you to track the number of SMS messages sent through ClickSend. This is useful if you want to compare how many messages were sent with a specific marketing campaign, or if you want to track your progress and performance over time.
    How This ClickSend-Google Sheets Integration Works
    • You receive a new SMS on your dedicated ClickSend number
    • Appy Pie Connect creates a new row in Google Sheets
    Apps Involved
    • ClickSend
    • Google Sheets
  • Wealthbox CRM Google Sheets

    ClickSend SMS + Google Sheets

    Create Evernote notes for every new incoming ClickSend text message Read More...
    When this happens...
    Wealthbox CRM New Incoming SMS
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    An Evernote note will be automatically created for every new incoming ClickSend text message. Now you can easily save, search, and add your ClickSend texts to your Evernote account. After setting up this ClickSend-Evernote integration, an Evernote note will be automatically created for every new incoming ClickSend text message. This way you can capture instant moods or ideas that an image might not describe well.
    How This Integration Works
    • You receive a new SMS on your ClickSend number.
    • Appy Pie Connect creates a new note on your Evernote.
    Apps Involved
    • ClickSend
    • Evernote
  • Wealthbox CRM Google Sheets

    {{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 + ClickSend SMS in easier way

It's easy to connect Wealthbox CRM + ClickSend SMS 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 Incoming SMS

    Triggers when a new incoming sms is received.

    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.

  • Create Contact

    Creates a new contact in a list.

  • Create Contact List

    Creates a new contact list.

  • Delete Contact

    Delete specific contact from list based on the contact ID.

  • Delete Contact List

    Delete a specific contact list.

  • Send Fax

    Sends a new fax.

  • Send MMS

    Send a new MMS.

  • Send Post Letter

    Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.

  • Send Postcard

    Sends a postcard via the post. The PDF is printed and delivered to any address globally.

  • Send SMS

    Sends a new SMS.

  • Send SMS to Contact List

    Sends a new SMS to a list of contacts.

  • Send Voice

    Send a Voice Text-to-speech message to a mobile phone or landline.

How Wealthbox CRM & ClickSend SMS 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 ClickSend SMS as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ClickSend SMS with Appy Pie Connect.

    (2 minutes)

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