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Wealthbox CRM + GoToTraining Integrations

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

About Wealthbox CRM

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

About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

GoToTraining Integrations

Best Wealthbox CRM and GoToTraining 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 Evernote

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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 + GoToTraining in easier way

It's easy to connect Wealthbox CRM + GoToTraining 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 Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

    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 Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

How Wealthbox CRM & GoToTraining 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 GoToTraining as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate GoToTraining 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 GoToTraining

Wealthbox CRM?

Wealthbox CRM is an online customer relationship management software designed for small and medium sized businesses. This software is cloud based and allows users to keep track of their contacts, notes, and calendars. It also helps them to sell more products and services, improve customer relations, and increase sales through social media. As a business grows, the Wealthbox CRM software grows with it.

GoToTraining?

GoToTraining is a web-based training software that helps users create training content to help train employees or customers. The videos are available on demand so that employees can access the training at any time. The training will include interactive features such as quizzes, ppls, multiple choice questions, and ppls. Users can also give feedback on the training sessions, rate the training, and keep track of the employees that have completed the training.

Integration of Wealthbox CRM and GoToTraining

Integration of Wealthbox CRM and GoToTraining allows companies to make sure their employees are always using the most updated information. Users can take notes on their training sessions via Wealthbox CRM software. They can also take notes on individual clients in the system. When the employee completes the training session, they can enter their score into GoToTraining to show that they have completed the training. This all happens within Wealthbox CRM making it easy for users to keep up to date with training information.

Benefits of Integration of Wealthbox CRM and GoToTraining

The benefits of integration of Wealthbox CRM and GoToTraining include:

  • Reduce mistakes during training
  • Save time by using Wealthbox CRM to take notes during the training session
  • Keep track of which employees have taken the training session so that everyone can fplow what they have learned

The process to integrate Wealthbox CRM and GoToTraining 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.