https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo304.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the DialPad + Wealthbox integration
DialPad / Wealthbox
Integrations

Generate more leads with the DialPad + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/304-400.webp

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

Quick summary of DialPad

DialPad is cloud-based communication system designed for businesses of any size who operate in the modern workplace. Thanks to DialPad, companies and enterprises can finally quit with the traditional business phone systems, by leveraging a brand-new way to communicate that connects everyone, from everywhere. Dialpad is a leader in communication security standards, thanks to a comprehensive, multi-layered approach that ensures that every element of your data is secure, still maintaining the highest communication quality.

DialPad offers many tools and features for businesses, including a secure cloud phone system, business VoIP, toll free numbers, cloud PBX & integrations with G Suite & Office 365. Thanks to its voice and video messaging platform, Dialpad allows businesses to connect people interactively, for a more direct communication. Moreover, Dialpad’s UberConference eliminates the need for PINs and makes it simple for people to join online meeting, conferences, seminars and much more.

UberConference empowers the communication with powerful call controls, seamless screen sharing, and HD audio. Thanks to its real-Time Analytics, Dialpad allows you to visually understand communication patterns and gather deep insights on voice and messaging usage. DialPad is constantly up-to-date and innovated and the developers release new features continuously.

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 DialPad and Wealthbox

Create new Wealthbox contacts in tags with DialPad

Create new Wealthbox contacts in reports with DialPad

Create new Wealthbox contacts in lead sources with DialPad

Update Wealthbox contacts in tags with DialPad

Update Wealthbox contacts in reports with DialPad

Update Wealthbox contacts in lead sources with DialPad


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