https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo1.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the ActiveCampaign + Wealthbox integration
ActiveCampaign / Wealthbox
Integrations

Generate more leads with the ActiveCampaign + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/1-400.webp

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting ActiveCampaign and Wealthbox

Quick summary of ActiveCampaign

Activecampaign allows you to create automated follow-up sequences and newsletters to nurture leads and customers. ActiveCampaign automation is one of the most useful features of ActiveCampaign because it helps increase conversion rates by sending highly personalized messages and relevant offers to your audience.

Thanks to ActiveCampaign you have the ability to assign tags to your leads. By doing so, you can segment your audience in order to reach them with the most relevant content and offer, tailored for them. With ActiveCampaign you can easily create workflow and funnels to improve your sales, thanks to an intuitive drag-and-drop campaign builder that everyone can use.

ActiveCampaign gives you all the tools you need to improve your lead generation activity. You can create beautifully designed opt-in forms and install them on your website. Moreover, the in-build analytics tool helps you to track your email marketing results, in order to understand what works and what doesn’t and identify your best prospects and clients.

Quick summary of Wealthbox

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.


What you can do with ActiveCampaign and Wealthbox

Create new Wealthbox contacts in tags with ActiveCampaign

Create new Wealthbox contacts in reports with ActiveCampaign

Create new Wealthbox contacts in lead sources with ActiveCampaign

Update Wealthbox contacts in tags with ActiveCampaign

Update Wealthbox contacts in reports with ActiveCampaign

Update Wealthbox contacts in lead sources with ActiveCampaign


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start Automating today!

Try LeadsBridge for free today or get a demo to see how LeadsBridge can help you scale your lead generation and marketing automation