Generate more leads with the GetResponse + Wealthbox integration
Integrate GetResponse with Wealthbox
What is GetResponse
Getresponse is a suite of marketing tools that provide marketers, entrepreneurs and business owners the ability to create highly customizable marketing campaigns through different channels, with the aim to increase your business. Getresponse’s tools include: Optin forms, increase your subscribers by creating beautifully designed opt-in forms. Integrate them into your blog, website or on your social media channels. Landing pages, getresponse lets you to create web-hosted, mobile friendly landing pages.
Benefits of using GetResponse
Thanks to an intuitive and simple drag-and-drop system, designing your landing page is super-easy. Moreover, you can easily install the tracking codes from Facebook, Analytics and other advertising platforms you use to promote your business online. Getresponse enables you to create different lists of your prospects and clients and send automatic emails. Moreover, you can set up advanced automation rules, which allow you to segmentate your audience based on their behaviors. Consequently, you’ll be able to address your audience with the right message to increase conversions and sales.
Why should I use GetResponse
Getresponse provides you an advanced webinar platform that you can use to host your live events. Webinars are a great way to increase your mailing list and clients, and with GetResponse you can record everything happen in the webinar’s room, including chat and screenviews.
What is 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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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 GetResponse and Wealthbox
Create new Wealthbox contacts in tags with GetResponse
Create new Wealthbox contacts in reports with GetResponse
Create new Wealthbox contacts in lead sources with GetResponse
Update Wealthbox contacts in tags with GetResponse
Update Wealthbox contacts in reports with GetResponse
Update Wealthbox contacts in lead sources with GetResponse
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.
Other popular Wealthbox integrations offered by LeadsBridge
Featured customers
"Their list syncing integration with HubSpot and Facebook has removed a pain point in our workflow and continues to be reliable for our agency."
Ryan Remstad
BackStage.
"LeadsBridge is an excellent tool to Sync leads into a Dashboard and keep clients up to do date with real-time leads. The major benefits we receive from LeadsBridge is that we use it to sync all of our Facebook leads into our own dashboard. This is a client back end where the client can log in and view all analytics, calls, emails, etc and having the ability to sync leads into there has been fantastic and clients love it. Another massive benefit is, working in the Automotive industry, clients need to act fast..."
Nickolas Romas
AdTorque Edge.
"I started using LeadsBridge 2 years ago to better manage Facebook leads, I needed to take my agency's business to the next level. By now I became a lifetime customer. Top!"
Drake Welch
BowtieMarketing.com.
"As a computer software business owner, I entered the world of LeadsBridge 2 years ago, so LeadsBridge has more than doubled the available integrations and I am very satisfied with them! Moreover, the platform is very easy to use and you can connect with the most CRM applications. In conclusion? 5 stars!!"
Esteban Gomez Nuñez
GEENE S.A..
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