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Wealthbox CRM + Patreon Integrations

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

About Wealthbox CRM

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

About Patreon

Patreon is a membership platform that helps artists & creators have a direct relationship with their biggest fans, get recurring revenue for their work, and create works on their own terms.

Patreon Integrations
Patreon Alternatives

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

  • Memberful Memberful
  • Mighty Networks Mighty Networks
  • Podio Podio
  • Revv Revv

Best Wealthbox CRM and Patreon 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 Google Sheets

    Patreon + Google Sheets

    Create new rows on Google Sheets for new pledge on Patreon Read More...
    When this happens...
    Wealthbox CRM New Pledge
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you use Google Sheets to organise your life, it makes sense to include your Patreon supporters as well. When you set up this integration, new patrons will appear in a new row in Google Sheets. Save your email address, name, pledge amount, and other information. Keep it as an archive or a list you'll go back to often.
    How This Patreon-Google Sheets Integration Works
    • A new pledge is received on Patreon
    • Appy Pie Connect creates a new row to a specific Google Sheets.
    What You Need
    • Patreon account
    • Google Sheets account
  • Wealthbox CRM Slack

    Patreon + Slack

    Send Slack Channel message for new Patreon supporters Read More...
    When this happens...
    Wealthbox CRM New Pledge
     
    Then do this...
    Slack Send Direct Message
    You want to know as soon as someone new becomes a customer. Set up this integration, and Appy Pie Connect will send direct message to your Slack account for every new Patreon commitment, allowing you to thank the new patron, set up their reward, or simply pat yourself on the back.
    How This Patreon-Slack Integration Works
    • A new pledge is received on a campaign
    • Appy Pie Connect sends a direct message to Slack.
    What You Need
    • Patreon account
    • Slack account
  • Wealthbox CRM MailChimp

    Patreon + MailChimp

    Create or update subscribers in MailChimp from new Patreon customers Read More...
    When this happens...
    Wealthbox CRM New Member
     
    Then do this...
    MailChimp Add/Update Subscriber
    Let us take care of the busy work of keeping your MailChimp lists updated with new subscribers. After you get a new Patreon customer, Appy Pie Connect will look for the correct email address in our database, and add it to their correct MailChimp list. No need to worry about keeping all your data tidy in different software products.
    How This Patreon- MailChimp Integration Works
    • A new patron is received on a campaign
    • Appy Pie Connect adds new contact to MailChimp.
    What You Need
    • Patreon account
    • Mailchimp account
  • Wealthbox CRM MailChimp

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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 + Patreon in easier way

It's easy to connect Wealthbox CRM + Patreon 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 Member

    Triggers when a new member is created, either by pledging or by following a campaign.

  • New Pledge

    Triggers when a new pledge is received on a campaign.

    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.

How Wealthbox CRM & Patreon 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 Patreon as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Patreon 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 Patreon

Wealthbox CRM?

Wealthbox CRM is a provider of Customer Relationship Management (CRM. software spution. It offers various software sputions for small and medium-sized businesses. The CRM software helps in managing customer data and interactions, and help in enhancing the sales and marketing activities. The CRM software enables business owners to generate proposals and quotes and also helps in automating and streamlining business processes (Wealthbox CRM, 2017. .

Patreon?

Patreon is a company that provides an online platform which facilitates payments between artists, musicians, journalists, and service providers and their fans. It is used by creators to help them raise money from their fans directly. Any user can sign up on Patreon website to become a Patron of a creator or a creator. A patron can pledge any amount per month to support a creator and receive certain perks in return. For example, a patron who pledges $3 per month will get access to exclusive content and at $5 per month, he will receive monthly thank you video and behind the scene updates and at $10 per month, he will receive access to the Creator’s patron-only feed, access to premium content, voting privileges, access to Patron-only Discord channels, early access to new videos and things like that (Patreon, 2017. .

Integration of Wealthbox CRM and Patreon

Wealthbox CRM is a top that can be integrated with different systems for increasing capability and efficiency of businesses. It has a wide range of features which includes lead management, analytics tops, marketing automation, campaign management, customer relationship management and much more. A business owner can use this top for managing his inventory, customer database, product catalogues, email campaigns, social media campaigns and much more. The integration of Wealthbox CRM with Patreon makes it easy for a user to manage his clients or patrons on one platform. This integration will enable the user to add his patrons into the list of contacts of Wealthbox CRM so that he can send personalized emails to his patrons. Also, he can send emails based on their level of engagement with the creator. Moreover, a user can automate his message sending activities through Wealthbox CRM. This integration will enable a user to create a campaign for a new release of music or an album or any other product he wants to sell through his patrons (Sathishkumar et al., 2017. .

Benefits of Integration of Wealthbox CRM and Patreon

Wealthbox CRM has many benefits associated with it. Some of them are listed below.

  • Easy customer management - Using Wealthbox CRM, a user can manage his customers by adding them into the database of the system. He can create leads based on their inquiries or request for information about products or services offered. Also, he can execute campaigns for individual leads or groups of leads by creating campaigns in Wealthbox CRM. The system provides various reports based on the analysis of data gathered from customers by various methods such as marketing automation or through marketing campaigns. These reports help the user in understanding the behavior of his customers better so that he can improve their experience by providing them with services or products they need (Wealthbox CRM, 2017. .
  • Export data - A user can export all his data into Excel or CSV file format so that he can manipulate it further in Excel. He can filter the data based on various criteria such as country, postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postal code postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode postcode , country or state or city or zip / pin codes. Besides that, he can export all his data into an excel file so that he can further manipulate it in Excel for creating charts or graphs or pivot tables etc. This feature helps him in analyzing his customers’ behavior better by comparing them with each other or with other customers who have similar interests with them (Wealthbox CRM, 2017. .
  • Marketing automation - A user can easily integrate many third party applications with Wealthbox CRM so that he can perform various operations related to marketing automation. He can create automated workflows or automated emails to be sent out based on certain triggers such as when a customer gets added into the queue of a campaign or when a lead is converted into a customer etc. This integration gives users an edge over their competitors as they have better communication with their customers as compared to those who do not have this integration (Patreon, 2017. .
  • Campaign management - This feature allows a user to create multiple campaigns by connecting them with various forms such as landing page form, registration form etc. These forms help a user in cplecting information from his customers or patrons so that they can start communicating with them very easily afterwards. This feature will enable a user to stay connected with his clients without any trouble (Wealthbox CRM, 2017. .
  • Mobile app - This feature enables a user to access Wealthbox CRM from any mobile device from anywhere in the world through browser or mobile app. A user can view all his contacts from any location even if they are offline. He can schedule appointments with his clients and communicate with them very easily by calling them using VOIP feature of this application (Wealthbox CRM, 2017. .
  • Cplaboration - This feature allows users to cplaborate with each other seamlessly so that they can share knowledge and information easily and without any trouble (Wealthbox CRM, 2017. .
  • Time saving - This feature saves time of users as they do not need to spend time on doing repetitive tasks such as sending out mass emails again and again as they just need to create once and then send out automatically as per requirement (Patreon, 2017. .

The process to integrate Wealthbox CRM and Patreon 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.