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Wealthbox CRM + Colligso TextIn Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Colligso TextIn

About Wealthbox CRM

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

About Colligso TextIn

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

Best Wealthbox CRM and Colligso TextIn Integrations

  • Wealthbox CRM textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Wealthbox CRM New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Wealthbox CRM textin

    Magento 2.X + textin

    Create new customers in Colligso TextIn when new customers are added in Magento 2.x Read More...
    When this happens...
    Wealthbox CRM New Customer
     
    Then do this...
    textin Get Permission
    Eliminate double entry between Colligso TextIn and Magento 2.x by integration both apps together. This Magento 2.x-Colligso TextIn integration will automatically create a new customer in Colligso TextIn when a new client is created in Magento 2.x, enabling you to send more marketing specific text to your customers without any manual efforts. Use this Appy Pie Connect integration and make your marketing strategy more efficient.
    How this Magento 2.x-Colligso TextIn Integration Works
    • A new client is created in Magento 2.x
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Magento 2.x account
    • A Colligso TextIn account
  • Wealthbox CRM textin

    Vend + textin

    Get Permission from Colligso TextIn for every new Vend customer Read More...
    When this happens...
    Wealthbox CRM New / Updated Customer
     
    Then do this...
    textin Get Permission
    Reach out your customers with text messages for announcements, information, remarketing, new product launch, or for anything, and increase sales by integrating Colligso TextIn with Vend. After setting up this integration, you can automatically get Colligso TextIn permissions to send text (SMS) for every newly added customer in Vend. This Colligso TextIn-Vend integration will help you increase your sales like never before.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically takes permission so send Text (SMS) to that contact from your Colligso TextIn account
    What You Need
    • A Vend account
    • A Colligso TextIn account
  • Wealthbox CRM textin

    Vend + textin

    Automatically add new Vend customers to Colligso TextIn Read More...
    When this happens...
    Wealthbox CRM New / Updated Customer
     
    Then do this...
    textin Create Customer
    Want to keep customers in the loop with important updates, new product announcements, or discount codes? When a new customer is added to Vend, this Colligso TextIn- Vend integration will automatically add their contact information to Colligso TextIn, helping you to keep in touch with your customers.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically add their information to Colligso TextIn
    What You Need
    • A Vend account
    • A Colligso TextIn account
  • Wealthbox CRM textin

    {{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 + Colligso TextIn in easier way

It's easy to connect Wealthbox CRM + Colligso TextIn 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.

  • Create Customer

    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

    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.

  • Get Permission

    Get opt-in for marketing

How Wealthbox CRM & Colligso TextIn 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 Colligso TextIn as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Colligso TextIn with Appy Pie Connect.

    (2 minutes)

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