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Wealthbox CRM + DEAR Inventory Integrations

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

About Wealthbox CRM

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

About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

DEAR Inventory Integrations
DEAR Inventory Alternatives

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

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Best Wealthbox CRM and DEAR Inventory 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 Salesforce

    DEAR Inventory + Salesforce

    Add DEAR Inventory customers to Salesforce as new contacts Read More...
    When this happens...
    Wealthbox CRM New Customer OR Updated Customer
     
    Then do this...
    Salesforce Create Record
    Maintain the accuracy of your customer datasets in your CRM and inventory management software. When a new customer is added to the DEAR Inventory, create a matching record in Salesforce so lead information can be sent directly to sales reps for follow up. Once active, this integration will automatically create a new contact in Salesforce for every new DEAR customer. This integration is perfect if you want to create your own personalized workflow of Salesforce data.
    How This DEAR - Salesforce Integration Works
    • A new customer is added to DEAR
    • Appy Pie Connect adds a new contact to Salesforce
    What You Need
    • DEAR account
    • Salesforce account
  • Wealthbox CRM Salesforce

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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 + DEAR Inventory in easier way

It's easy to connect Wealthbox CRM + DEAR Inventory 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 Customer OR Updated Customer

    Triggered when customers are created or updated.

    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 Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

How Wealthbox CRM & DEAR Inventory 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 DEAR Inventory as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate DEAR Inventory 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 DEAR Inventory

Wealthbox CRM?

Wealthbox CRM is an enterprise class CRM spution that extends the power of Salesforce.com. It provides a full suite to help organizations manage their entire sales organization through a single integrated application.

DEAR Inventory?

DEAR Inventory is a cloud-based spution that leverages Web Services to connect companies with their suppliers, customers and distributors. This cloud-based SaaS spution can be deployed in less than one hour and enables you to instantly access your inventory data from any device.

Integration of Wealthbox CRM and DEAR Inventory

Integration of Wealthbox CRM and DEAR Inventory will enable the users to easily manage their customer and supplier data on a single dashboard. It will reduce the process of data entry and manual update. With this integration, it will be easy for the users to capture new leads, create new accounts and manage all activities related to contacts and accounts. All the input will be stored on a single database and the users can access the information anytime from anywhere. It will increase the efficiency and productivity of the users as they can work on multiple projects at a time.

Benefits of Integration of Wealthbox CRM and DEAR Inventory

There are many benefits of integrating Wealthbox CRM and DEAR Inventory such as:

  • Users will be able to easily capture new leads and create new accounts on a single dashboard.
  • Organization can communicate with their suppliers, customers and distributors at a single place.
  • It will allow the users to manage all activities related to contacts, accounts and leads on a single dashboard.
  • It will increase the efficiency and productivity of the users as they can work on multiple projects at a time.

In conclusion, integration of Wealthbox CRM and DEAR Inventory will allow the users to access their customer and supplier data from a single dashboard. This integration will reduce the process of data entry and data maintenance. It will reduce the workload of sales teams as they can perform multiple tasks simultaneously.

The process to integrate Wealthbox CRM and DEAR Inventory 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.