Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
An easy tool to find and verify professional email addresses.hunter Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
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It's easy to connect Wealthbox CRM + hunter without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers when a new campaign is available to your account.
Triggers when a new lead is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Creates a new lead.
Adds a recipient to one of your ongoing campaigns.
Wealthbox CRM is a cloud-based software, which is designed to help entrepreneurs and sales people grow their businesses. It offers useful features that allow users to manage their sales leads, contacts, deals, opportunities, sales pipeline, tasks, and other sales information.
Wealthbox CRM integrates with accounting software, such as QuickBooks. It allows users to track the sales pipeline and forecast the future revenue. It also provides users with customer relationship management (CRM. functionality, which allows them to develop effective strategies for increasing sales.
Hunter is an iOS application, which allows users to search for deals, coupons, and discounts that are relevant to products they want to buy. It features price comparison tops that help users find the best deals on the web. It also enables users to purchase items directly from their mobile devices.
Wealthbox CRM is integrated with hunter. This integration enables Wealthbox CRM users to search for deals through hunter. Users can either search for deals by product name or product category.
This integration also allows Wealthbox CRM users to sync deals to their accounts. Once a deal is synced into an account, users can access it within Wealthbox CRM. They can then connect the deal with contacts, opportunities, or deals. This integration allows Wealthbox CRM users to leverage data from other applications in order to increase their sales.
Integration of Wealthbox CRM and hunter enables users to reduce costs by finding good deals on the web. It also helps them stay informed about new deals, so they can take advantage of them as soon as possible. This integration also makes it easy for users to create opportunities whenever they find a good deal.
The process to integrate Wealthbox CRM and hunter 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.