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Wealthbox CRM + EngageBay Integrations

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

About Wealthbox CRM

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

About EngageBay

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

EngageBay Integrations

Best Wealthbox CRM and EngageBay Integrations

  • Wealthbox CRM MailChimp

    EngageBay + MailChimp

    Subscribe new EngageBay contacts to a Mailchimp list Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Now, it's easier than ever to add new contacts from EngageBay Subscribers to your MailChimp list. Integrate your EngageBay with MailChimp and automatically add all your EngageBay to MailChimp mailing list. This EngageBay integration helps you collect valuable data from your customers to help you target your audience with effective marketing campaigns.
    How It Works
    • A new contact is added in EngageBay
    • Appy Pie Connect adds your contact to a Mailchimp list
    Apps Involved
    • EngageBay account
    • Mailchimp account
  • Wealthbox CRM Google Contacts

    EngageBay + Google Contacts

    Add your EngageBay contacts to your Google Contacts Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Do you manually update all your contacts lists with the same information? If you set up this Google Contacts-EngageBay integration, all new Google Contacts will be immediately sent to EngageBay, where contacts will be generated or updated if a match is discovered, saving you time, and preventing omissions.
    The Method of Action
    • A new contact is added to Google Contacts
    • Appy Pie Connect automatically add them to Google Contact
    Apps Involved
    • EngageBay account
    • Google Contacts
  • Wealthbox CRM Google Contacts

    {{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 + EngageBay in easier way

It's easy to connect Wealthbox CRM + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task 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.

  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

How Wealthbox CRM & EngageBay 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 EngageBay as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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