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Wealthbox CRM + Intercom Integrations

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

About Wealthbox CRM

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

About Intercom

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 Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zendesk Zendesk

Best Wealthbox CRM and Intercom Integrations

  • Wealthbox CRM Zendesk

    Intercom + Zendesk

    Create tickets on Zendesk for new Intercom conversations Read More...
    When this happens...
    Wealthbox CRM New Conversation
     
    Then do this...
    Zendesk Create Ticket
    Intercom and Zendesk both are great tools to help you drive sales and offer support through every step of the funnel. Trusted by the world’s most innovative businesses, both tools are great at improving the entire sales and support vertical manifold. After setting this integration up, whenever a new conversation takes place on Intercom, Appy Pie Connect will automatically create new tickets for future follow ups in Zendesk, keeping both teams and client databases updated no matter where the action happens.
    How this Intercom - Zendesk integration Works
    • A new conversation takes place on Intercom
    • Appy Pie Connect automatically creates a ticket on Zendesk
    What You Need
    • An Intercom account
    • A Zendesk account
  • Wealthbox CRM Salesforce

    Intercom + Salesforce

    Create leads in Salesforce from new Intercom users Read More...
    When this happens...
    Wealthbox CRM New User
     
    Then do this...
    Salesforce Create Lead
    If you are looking for ways to make your CRM applications work hand in hand, then this integration is for you. After setting this integration up, whenever a new user is added to your Intercom account, Appy Pie Connect will automatically send that user to Salesforce as a new lead. This way, you can keep growing your business by generating new leads.
    How It Works
    • A new user is added to Intercom
    • Appy Pie Connect will automatically add that user to Salesforce as a new lead
    What You Need
    • An Intercom account
    • A Salesforce account
  • Wealthbox CRM MailChimp

    Intercom + MailChimp

    Create subscribers on MailChimp from Intercom contacts Read More...
    When this happens...
    Wealthbox CRM New User
     
    Then do this...
    MailChimp Add/Update Subscriber
    Don't worry about manually adding new Intercom contacts to your MailChimp list because this integration takes care of that for you. After setting this integration up, whenever you add a new contact to Intercom, Appy Pie Connect automatically creates a new subscriber or updates an existing one in MailChimp.
    How this integration works
    • A new contact is added in Intercom
    • Appy Pie Connect automatically creates a new subscriber in MailChimp
    What You Need
    • A Mailchimp account
    • An Intercom account
  • Wealthbox CRM Intercom

    Facebook Lead Ads + Intercom

    Add every Facebook Lead Ads lead to Intercom as a new lead Read More...
    When this happens...
    Wealthbox CRM New Lead
     
    Then do this...
    Intercom Create/Update Lead
    If you want to grow your sales, you should take immediate action on every sales lead, no matter where they are coming from. Use this Connect to automatically add new leads from Facebook Lead Ads to Intercom as leads. Once your leads are added to Intercom, your sales team can follow up on them right away.
    How this Facebook Lead Ads - Intercom integration works
    • A new lead is captured in Facebook Lead Ads
    • Appy Pie Connect automatically creates a lead in Intercom
    What You Need
    • A Facebook Lead Ads account
    • An Intercom account
  • Wealthbox CRM Intercom

    MailChimp + Intercom

    Create or update users on Intercom from new MailChimp subscribers Read More...
    When this happens...
    Wealthbox CRM New Subscriber
     
    Then do this...
    Intercom Create/Update User
    Maintaining a customer database is important to stay updated on customer information and data. It also helps businesses build loyalty and generate repeat business. Once the integration is active, every time a new subscriber is added to your MailChimp list, Appy Pie Connect will automatically create a new contact in Intercom or update an existing user, helping you keep your customer data updated.
    How It Works
    • A user subscribes to a MailChimp list
    • Appy Pie Connect automatically creates or updates a user on Intercom
    What You Need
    • A Mailchimp account
    • An Intercom account
  • Wealthbox CRM Intercom

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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 + Intercom in easier way

It's easy to connect Wealthbox CRM + Intercom 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 Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

    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/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

How Wealthbox CRM & Intercom 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 Intercom as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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