https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo255.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the Dropbox + Wealthbox integration
Dropbox / Wealthbox
Integrations

Generate more leads with the Dropbox + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/255-400.webp

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

Quick summary of Dropbox

DropBox is a file hosting tool that allows you to store and share your files online. With DropBox, sharing your files is easy. You just need to create your personal profile, which is free, and install the app on your PC. Moreover, if you don’t want to download the program on your PC, you can log in with your username and password and start uploading any type of file on specific folders in cloud. By doing so, you’ll receive a special link that you can share with everyone you want.

DropBox uses a Smart Sync technology that allows you to store your files into a folder on your PC. When you modify the content of a folder, the Smart Sync automatically keeps your shared folders up-to-date.

Thanks to DropBox, you and your team can access to your shared folders and files wherever you are, 24/7. DropBox is a great solution also for creating a backup of your important files when you have a limited space on your PC. DropBox is also available for smartphone and tablets. You just need to download the free app and login with your username and password.

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 Dropbox and Wealthbox

Create new Wealthbox contacts in tags with Dropbox

Create new Wealthbox contacts in reports with Dropbox

Create new Wealthbox contacts in lead sources with Dropbox

Update Wealthbox contacts in tags with Dropbox

Update Wealthbox contacts in reports with Dropbox

Update Wealthbox contacts in lead sources with Dropbox


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