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Wealthbox CRM + Data247.com Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Data247.com

About Wealthbox CRM

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

About Data247.com

Data on Demand. Data..not just when you need it, but how you need it; via real-time API`s, XML, batch file uploads, or manual data entry.

Data247.com Integrations

Best Wealthbox CRM and Data247.com 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 Evernote

    {{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 + Data247.com in easier way

It's easy to connect Wealthbox CRM + Data247.com 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.

    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 & Data247.com 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 Data247.com as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Data247.com 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 Data247.com

Wealthbox CRM is a cloud-based customer relationship management software that offers features of marketing, sales, service, support, reporting, project management, time tracking, appointment scheduling, and contact management. It is designed to help businesses increase their revenue by providing exceptional customer experience. It can be handled by end-users without any prior training.

Data247.com is an enterprise data platform that helps users to analyze data from different business systems including ERP, CRM, accounting, eCommerce, marketing automation, and more. Data247.com gives users the ability to access all different types of data from one single location. It has an API Topkit that enables users to deliver relevant data insights through various digital channels.

Integration of Wealthbox CRM and Data247.com

Wealthbox CRM can be integrated with Data247.com for sending data about the interests of customers to Data247.com. This integration enables Data247.com to learn about each customer’s interests so that it can send more relevant emails to customers who have the highest chances of clicking on them. The more relevant emails are sent to customers, the higher the chances of increasing conversion rates of email campaigns.

Benefits of Integration of Wealthbox CRM and Data247.com

Integration of Wealthbox CRM and Data247.com leads to an increase in conversion rates of email campaigns because customers will receive more relevant emails that they like. It also leads to an increase in revenue because more customers will buy products or services that they really like after clicking on the relevant email. Therefore, the company will make more money with less marketing expenses.

Wealthbox CRM and Data247.com can be integrated together to increase the chances of customers buying products or services after clicking on relevant email campaigns. This integration leads to an increase in conversion rates of email campaigns and revenue of the company because there is no need to send irrelevant emails anymore.

The process to integrate Wealthbox CRM and Data247.com 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.