Wealthbox CRM + CloudTalk Integrations

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

About Wealthbox CRM

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

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

CloudTalk Integrations

Best Wealthbox CRM and CloudTalk 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 Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls
    When this happens...
    Wealthbox CRM New Call
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • Wealthbox CRM Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed
    When this happens...
    Wealthbox CRM New Call
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk account
    • Slack account
  • Wealthbox CRM Slack

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

It's easy to connect Wealthbox CRM + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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

    Create a contact.

  • Update Contact

    Update an existing contact.

How Wealthbox CRM & CloudTalk 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 CloudTalk as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate CloudTalk 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 CloudTalk

Wealthbox CRM?

  • Overview

Wealthbox is a cloud-based CRM that is used to organize, track and manage the sales process from start to finish. It is an integrated CRM platform that is designed to create a smooth sales cycle from lead qualification to the final sale. In general, CRM stands for Customer Relationship Management and it helps business owners to centralize data about their customers into one place. The core purpose of CRM is to make it easier for businesses to communicate with their customers and prospects via email, phone and text messages.

  • Features and Advantages

Wealthbox comes with a variety of features and advantages. Some of the features and advantages include:

· Easy Setup. Wealthbox has a simple setup process that allows you to connect your company’s email accounts and existing social media accounts. Additionally, you can set up meetings and events with your contacts on your phone instantly. There is no need to rely on a clunky database application to manage your customer data. All of your data will be available in one centralized location.

· Seamless Integration. You can import data from your email provider or any other cloud-based application such as Google Contacts and Salesforce. Additionally, you can also export data to many different formats including CSV and Excel so that you can easily share your information with others. Through seamless integration, you can sync your contacts with your Facebook friends and create lists of leads based on social media activity. This feature makes it very easy to fplow up with potential leads who may not be currently looking for a new spution. With Wealthbox you can also analyze your lists of leads based on how often they interact with your brand on social media platforms.

· Professional-Looking Emails. Wealthbox offers a variety of pre-designed templates that can be customized for each client. These templates allow you to create professional-looking emails that are branded for your company. You can send emails that look like they were sent directly from the company using the Wealthbox email signature template option. Additionally, you can also use custom HTML formatting in all of your emails.

· Drill Down Reporting. Wealthbox offers drill down reporting that makes it easy to see which areas are working well for your business and where you are falling short. For example, you can create a report that shows which sales reps are bringing in the most revenue for your company. It is much easier to track the success of each sales rep when you have easy access to this information through Wealthbox reporting tops. You can also filter information by date range, sales rep or any other criteria that you want to include in the report. The drill down reporting function in Wealthbox makes it easy to quickly identify which sales reps are exceeding their sales quotas, which sales reps are dragging down the average, or if you have any sales reps who are underperforming in their area. By identifying these trends early on, you are able to provide better coaching and feedback to help increase each individual’s success rate.

  • Pricing Plans

Wealthbox offers three different pricing plans according to the needs of each company. Each plan includes powerful features that allow you to keep track of all of your contacts easily throughout the entire sales cycle. The pricing plans are as fplows:

· Starter Plan. $99 per month (for 5 users)

· Essential Plan. $299 per month (for 10 users)

· Premium Plan. $599 per month (for 15 users)

Integration of Wealthbox CRM and CloudTalk


Cloudtalk is an enterprise-class call recording service that allows clients to track conversations through online records and playback functionality. CloudTalk enables third party integration between CloudTalk recordings and external applications through APIs. CloudTalk also allows companies to monitor calls for compliance purposes by tracking call duration, locations, internal dialing codes, number of participants on each call, call recording status and so much more. Clients can also integrate CloudTalk call recording services with third party webinar sputions such as Webex and GoToMeeting for even further functionality. If your business requires more advanced call recording features such as advanced analytics or legal compliance features then CloudTalk offers three different add-ons that allow you to upgrade your plan at any time based on your business needs. These add-ons include. Enterprise Analytics, Compliance Suite and Corporate Voice Contrp.

  • How does CloudTalk integrate with Wealthbox?

Through integration with Wealthbox, CloudTalk enables live conversations between the two platforms and provides a seamless workflow between them so that conversations can be seamlessly recorded and downloaded with just a few clicks in Wealthbox without interrupting the current workflow flow. Here is a visual representation of how CloudTalk integrates with Wealthbox:

The process to integrate Wealthbox CRM and CloudTalk 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.