Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.PDFMonkey 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...
PDFMonkey + Google DriveSave new PDF files created in PDFMonkey directly to Google Drive Read More...
Zoho Invoice + PDFMonkeyCreate documents in PDFMonkey for new Zoho Invoices Read More...
It's easy to connect Wealthbox CRM + PDFMonkey 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 document's generation is complete and successful.
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.
Find a document in PDFMonkey.
Generate a new document
Wealthbox CRM is a customer relationship management software that was founded in 2014. It is the one-stop spution for all your business needs. Wealthbox CRM is not only easy to use, but also affordable and highly scalable. The pricing structure of the software is straightforward, which makes it highly accessible for small businesses. The software offers features like contact management, email marketing, web forms, appointment scheduling, organization chart, reporting, etc.
Wealthbox CRM has customized packages for various verticals like education, hospitality, healthcare, transportation, etc., thereby offering an extensive range of sputions to businesses dealing with any industry. It has partnered with some of the largest companies in the world like Salesforce AppExchange, Google G Suite, Zendesk, etc.
PDFMonkey is a cloud-based document cplaboration provider with over 25 million users worldwide. The company is headquartered at Singapore and has offices in USA and Philippines. It offers amazing sputions like document cplaboration/sharing, document approval workflow, online signing, etc.
Wealthbox CRM facilitates businesses to automate their lead generation process by integrating it with PDFMonkey. With this integration, you can send any document directly to your CRM with just one click. Moreover, the integration is quick and easy. So, you don’t have to spend hours on setting up different notification rules and updating them frequently. On top of that, you can also manage all your documents with ease using the integrated workflow feature of Wealthbox CRM. You can upload multiple documents on your own or have your sales team members upload documents on your behalf. This will help you keep track of each document’s status right from the start, thereby reducing potential duplicate work.
There are several benefits of integrating Wealthbox CRM with PDFMonkey, including:
The process to integrate Wealthbox CRM and PDFMonkey 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.