Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
Wealthbox CRM + EvernoteCreate Evernote reminders for new Wealthbox CRM tasks Read More...
Patreon + Google SheetsCreate new rows on Google Sheets for new pledge on Patreon Read More...
Patreon + MailChimpCreate or update subscribers in MailChimp from new Patreon customers Read More...
It's easy to connect Wealthbox CRM + Patreon 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 member is created, either by pledging or by following a campaign.
Triggers when a new pledge is received on a campaign.
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.
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 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. .
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. .
Wealthbox CRM has many benefits associated with it. Some of them are listed below.
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.