Generate more leads with the Bitrix24 Webhook + Wealthbox integration

Integrate Bitrix24 Webhook with Wealthbox

Bitrix24 is a popular project management tool, this app offers tools such as a CRM, project management, time management, document management, and tasking in a social-style environment that includes content sharing, instant messaging, commenting, liking, and user profiles.

Bitrix24 makes communications simple with social features such as comments and liking, and automated processes like notifications, assisted reporting, and subscriptions to groups or discussions. Moreover, Bitrix24 offers practical solutions to manage a company online. There are precise and flexible tools for each operation such as tasks, sales processing and reports. Standard workflows (Leave Requests, Business Trips, Expenses, Purchases, General Requests) are included Bitrix24 Standard and Professional plans. Any time your employees need to ask for leave, submit expenses, request technical assistance or put a purchase request in, they can do it.

Bitrix24 lets you create posts from emails and add email recipients to your posts. Participating in discussion is as easy as replying to an email or clicking "Add Comment" button that takes external users to a special secure web page. To create new post from email, simply forward it to a special address listed in employee profile. No matter which collaboration tool you choose intranet, extranet or email everything will be indexed and stored inside your Bitrix24 account.

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 Bitrix24 Webhook and Wealthbox

Create new Wealthbox contacts in tags with Bitrix24 Webhook

Create new Wealthbox contacts in reports with Bitrix24 Webhook

Create new Wealthbox contacts in lead sources with Bitrix24 Webhook

Update Wealthbox contacts in tags with Bitrix24 Webhook

Update Wealthbox contacts in reports with Bitrix24 Webhook

Update Wealthbox contacts in lead sources with Bitrix24 Webhook

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