Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.Intercom Integrations
Intercom + ZendeskCreate tickets on Zendesk for new Intercom conversations Read More...
Intercom + MailChimpCreate subscribers on MailChimp from Intercom contacts Read More...
Facebook Lead Ads + IntercomAdd every Facebook Lead Ads lead to Intercom as a new lead Read More...
MailChimp + IntercomCreate or update users on Intercom from new MailChimp subscribers Read More...
It's easy to connect Wealthbox CRM + Intercom 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 conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new user 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.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.