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Wealthbox CRM + Databox Integrations

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

About Wealthbox CRM

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

About Databox

Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.

Databox Integrations

Best Wealthbox CRM and Databox 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 Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Wealthbox CRM Databox

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    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + Databox in easier way

It's easy to connect Wealthbox CRM + Databox 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.

  • Increase Counter

    Increment a specified metric by 1 every time this action happens.

  • Push Custom Data

    Push any custom data to Databox.

How Wealthbox CRM & Databox 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 Databox as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Databox 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 Databox

Wealthbox CRM?

Wealthbox CRM is a cloud-based customer relationship management spution by KPI Software. It is an enterprise-level spution and it is built on top of the Salesforce.com’s platform. It is considered as a mid-market customer relationship management software and was founded in 2006 by KPI Software LLC. It provides service to the US and Canada and it is utilized by small and medium businesses.

Databox?

It is a business intelligence application that acts as a bridge between Microsoft Office Excel and Microsoft SQL Server database or any other database for that matter. It is used to create reports, dashboards and visualizations from underlying data. It can be used by non-technical users to create these reports, dashboards and visualizations. Databox is a product of KPI Software LLC which was founded in 2008 by Don DePrisco, Jr. It has been inspired by other business intelligence sputions such as Zoho Reports and Cognos.

Integration of Wealthbox CRM and Databox

Wealthbox CRM has been integrated with Databox to provide a dashboard for its users. This dashboard shows financial information about the company. The dashboard offers various metrics such as profit, profit margins, expenses, sales, sales performance, etc. for the company. This dashboard allows the company’s executives to monitor the company’s financial performance at a glance using a single window which further helps them to take important decisions for the company’s future growth.

Benefits of Integration of Wealthbox CRM and Databox

The integration of Databox with Wealthbox CRM has proven beneficial for the company’s executives as well as the employees working under them. The dashboard helps the executives to monitor the financial performance of the company from a single window thereby allowing them to take important decisions based on the data provided by this dashboard. The dashboard also assists the employees to understand how their individual performance impacts the overall performance of the company at a glance thereby encouraging them to work harder for better results.

The process to integrate Wealthbox CRM and Databox 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.