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Wealthbox CRM + SMS By Connect Integrations

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

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 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 Evernote

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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 + 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 SMS Message

    Send an SMS message to Selected Contacts

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.

Integration of Wealthbox CRM and SMS By Connect

Wealthbox CRM?

Wealthbox CRM is a customized CRM software that is specifically built for financial advisors in order to manage their clients efficiently. It was built by the company Wealthbox in 2014. The software helps advisors to create new clients, manage existing clients, and improve their business.

SMS By Connect?

SMS By Connect is an SMS software that allows users to create unlimited number of SMS campaigns. It helps users to build relationships with their customers via SMS. It also helps users to communicate with their customers when they are not available on the phone. This software is very useful for customer support and marketing purposes.

Integration of Wealthbox CRM and SMS By Connect

The integration of Wealthbox CRM and SMS By Connect ensures that the information of the users of both these platforms is integrated into one single platform. Through this integration, users get the benefit of conspidating their data so that they do not have to do multiple data entry. This software can be used by financial advisors to send SMS notifications to their clients about important events such as account activity, trade activity, and market updates.

Benefits of Integration of Wealthbox CRM and SMS By Connect

Integration of Wealthbox CRM and SMS By Connect offers many benefits including:

  • It gives the user an opportunity to create client-centric communication through SMS.
  • Users can segment their client base into different groups and then send them an SMS that is related to their particular group. For example, if a user has two groups, such as clients who use the phone service and clients who do not use the phone service, then the user can send a text message to all his clients who use the phone service or only to those who do not use the phone service. Users can also divide their clients into segments based on their investment amounts or other relevant factors.
  • Users can send a text message to a specific client at a specific time or date. For example, if a user wants to remind her clients about important events such as an account activity or a trade activity, then she can send a text message to her clients at a specific date and time. In addition, if a user wants to offer a certain service to her clients or an event, then she can send a message to her clients at a specific date and time. This feature helps users to keep in touch with their clients without being too intrusive.
  • Users can also send a text message in case a client does not respond to a call in a specified time period. For example, if a user calls a client but he does not answer within 30 seconds, then he will receive a text message from the user telling him that he called him but he did not answer. In this manner, users ensure that they connect with their clients in order to maintain good relationship with them. In addition, users can also send a reminder text message in case a client does not respond to his text message within a specified time period. Through this feature, users keep in touch with their clients in order to encourage them or give them more information about some services or products.
  • Users can also send text messages to customers before each trade execution. For example, if there is any new development in the market, then users can send it via text message to their clients so that they are aware about it. This feature helps users to serve their clients better by giving them updates on current market trends or developments.

The process to integrate Wealthbox CRM and SMS By Connect 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.