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Wealthbox CRM + Drift Integrations

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

About Wealthbox CRM

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

About Drift

Drift is the new way businesses buy from businesses. Try our conversational marketing & sales tools designed to make buying easier today

Drift Integrations

Best Wealthbox CRM and Drift Integrations

  • Wealthbox CRM HubSpot

    Drift + HubSpot

    Add new leads from Drift to HubSpot Read More...
    When this happens...
    Wealthbox CRM New Conversation
     
    Then do this...
    HubSpot Create or Update Contact
    If you use HubSpot as your principal marketing automation system, Drift may be used as a secondary source of quality leads while keeping everything in one place. With the help of this automation, all new leads from Drift will be added to your contact list in HubSpot. This way, you will be able to send them a personal message and continue engaging in conversation, without any major effort on your part.
    How Does This Integration Work?
    • When someone writes into live chat and provides their email address
    • Appy Pie Connect creates a new lead in Drift.
    Apps Involved
    • Drift
    • HubSpot
  • Wealthbox CRM Salesforce

    Drift + Salesforce

    Add new Drift chats to a Salesforce contact record Read More...
    When this happens...
    Wealthbox CRM New Conversation
     
    Then do this...
    Salesforce Update Record
    For customer facing employees, the ability to capture first-hand customer feedback during live chats helps improve your customer support strategies. Now you can add a new Drift chat to a Salesforce contact record. Set up this integration and whenever a new chat is started in Drift, Appy Pie Connect will create a new record in Salesforce.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect adds a link to the conversation on the matching contact record in Salesforce
    Apps Involved
    • Drift
    • Salesforce
  • Wealthbox CRM Zoho Cliq

    Drift + Zoho Cliq

    Broadcast new Drift conversations in Zoho Cliq Read More...
    When this happens...
    Wealthbox CRM New Conversation
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
    If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect post that conversation to Zoho Cliq
    Apps Involved
    • Drift
    • Zoho Cliq
  • Wealthbox CRM Zoho Cliq

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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 + Drift in easier way

It's easy to connect Wealthbox CRM + Drift 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 Message

    Triggers each time when a new message in a conversation is received.

    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 or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

How Wealthbox CRM & Drift 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 Drift as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Drift with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.