Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.Colligso TextIn Integrations
Microsoft Dynamics 365 Business Central + textinCreate customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
Magento 2.X + textinCreate new customers in Colligso TextIn when new customers are added in Magento 2.x Read More...
Vend + textinGet Permission from Colligso TextIn for every new Vend customer Read More...
It's easy to connect Wealthbox CRM + Colligso TextIn 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.
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.
Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.
Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.
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