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Wealthbox CRM + SMS By Connect Integrations

Syncing Wealthbox CRM with SMS By Connect is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Wealthbox CRM

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

About SMS By Connect

SMS By Connect is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.

SMS By Connect Integrations

Best Wealthbox CRM and SMS By Connect Integrations

  • Wealthbox CRM SMS By Connect

    AWS IOT + SMS By Connect

    Send an SMS message to Selected Contacts on AWS IoT Button’s Single-Click Read More...
    When this happens...
    Wealthbox CRM Single Click
     
    Then do this...
    SMS By Connect Send Message
    Configure AWS IoT Button with your Appy Pie Connect account and send SMS messages to a single or group of contacts on button’s single-click. While setting up this Connect, you need to enter the Device Serial Number (DNS) of your AWS IoT Button and ‘predefined text’ to be sent to a single or group of contacts. Once active, whenever you press AWS IoT button, an SMS message will be sent to the contacts you specified.
    How It Works
    • Whenever you press AWS IoT button
    • Appy Pie Connect sends an SMS to the contacts specified by you
    What You Need
    • An Appy Pie Connect Account
    • AWS IoT Button
  • Wealthbox CRM SMS By Connect

    AWS IOT + SMS By Connect

    Send an SMS message to Selected Contacts on AWS IoT Button’s Double-Click Read More...
    When this happens...
    Wealthbox CRM Double Click
     
    Then do this...
    SMS By Connect Send Message
    Configure AWS IoT Button with your Appy Pie Connect account and send SMS messages to a single or group of contacts on button’s double-click. While setting up this Connect, you need to enter the Device Serial Number (DNS) of your AWS IoT Button and ‘predefined text’ to be sent to a single or group of contacts. Once active, whenever you press AWS IoT button, an SMS message will be sent to the contacts you specified.
    How It Works
    • Whenever you press AWS IoT button
    • Appy Pie Connect sends an SMS to the contacts specified by you
    What You Need
    • An Appy Pie Connect Account
    • AWS IoT Button
  • Wealthbox CRM SMS By Connect

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Wealthbox CRM + SMS By Connect in easier way

It's easy to connect Wealthbox CRM + SMS By Connect 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.

    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.

  • Send Message

    Send SMS on specified number(s).

How Wealthbox CRM & SMS By Connect 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 SMS By Connect as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SMS By Connect with Appy Pie Connect.

    (2 minutes)

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