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Generate more leads with the Constant Contact + Wealthbox integration
Constant Contact / Wealthbox
Integrations

Generate more leads with the Constant Contact + Wealthbox integration

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

Quick summary of Constant Contact

Constant Contact is an easy-to-use email marketing platform designed to manage your leads and clients efficiently.

Constant Contact allows you to get email results fast. Its email letter’s drag-and-drop builder, lets you create beautifully designed emails without writing codes. By using pre-built templates, the process of creating newsletters is even easier. Import your leads The CRM allows you to import all your existing contacts from your email provider, wherever you stored them. Improve subscribers You can increase your leads using web forms that allow people to subscribe to your list. Web forms can be designed from scratch, but you can also use templates provided by the software.

Track your results Constant Contact allows you to track your campaigns’ results. Analyze clicks and email opens, and customize your follow ups based subscribers’ behavior. By doing so, you’ll understand which messages work best, and improve your campaigns to reach your goals.

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 Constant Contact and Wealthbox

Create new Wealthbox contacts in tags with Constant Contact

Create new Wealthbox contacts in reports with Constant Contact

Create new Wealthbox contacts in lead sources with Constant Contact

Update Wealthbox contacts in tags with Constant Contact

Update Wealthbox contacts in reports with Constant Contact

Update Wealthbox contacts in lead sources with Constant Contact


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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