Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
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It's easy to connect Wealthbox CRM + Data247.com without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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.
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.
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.