https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo221.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the Acuity Scheduling + Wealthbox integration
Acuity Scheduling / Wealthbox
Integrations

Streamline your data management process with the Acuity Scheduling + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/221-400.webp

Does Acuity Scheduling integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Acuity Scheduling and Wealthbox

Quick summary of Acuity Scheduling

Acuity Scheduling is an online appointment scheduling software that helps you easily manage your meetings and appointments, receive payments, and much more. With Acuity Scheduling, you will never need to ask “what time works for you” again. The process of getting appointments is completely automated. First of all, you decide your availability. You just need to select what time fits better for you on the calendar, based on your tasks and needs

Then, you get a shareable link that you can send to your customers in order to let them choose a date that suites to both. With Acuity Scheduling, clients see your real-time calendar availability, so they can book an appointment, a consultation or a meeting with you. Moreover, they can directly pay through the platform, in advance.

Unexpected events should never be an obstacle for you. That’s why, with Acuity Scheduling you can easily re-schedule your meeting with one click. If you are a professional, a business owner or a team manager, Acuity Scheduling is the perfect tool you need to be in full control of your availability, 24/7, 365 days per year.

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 Acuity Scheduling and Wealthbox

Create new Wealthbox contacts in tags with Acuity Scheduling

Create new Wealthbox contacts in reports with Acuity Scheduling

Create new Wealthbox contacts in lead sources with Acuity Scheduling

Update Wealthbox contacts in tags with Acuity Scheduling

Update Wealthbox contacts in reports with Acuity Scheduling

Update Wealthbox contacts in lead sources with Acuity Scheduling


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