Generate more leads with the Google Sheets + Wealthbox integration

Integrate Google Sheets with Wealthbox

Google Sheets is an online tool provided by Google that allows you to create and share spreadsheets for project plans, data analysis and much more. Everyone can access to Google sheets by using their Google accounts, and modify your sheets from everywhere, also with mobile devices.

Google Sheets allows you to share your documents with your entire team. Friends, colleagues and clients can access to your shared files, and you can give them the possibility to edit, modify or just view the sheets. When you share your sheets, everyone can easily collaborate with you, by adding comments and suggestions to empower the teamwork. Then, the authors can decide to accept the suggestions with one click. Google Sheets is a great solution that allows everyone to work together, wherever you are, following your rules.

With Google Sheets you can easily create, import and export your sheets in many formats, included PDF, Microsoft Excel files, and much more. Google Sheets lets you personalize your entire documents, allowing you to work with rows, columns and cells, customizing formats, colors and fonts of your documents.

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 Google Sheets and Wealthbox

Create new Wealthbox contacts in tags with Google Sheets

Create new Wealthbox contacts in reports with Google Sheets

Create new Wealthbox contacts in lead sources with Google Sheets

Update Wealthbox contacts in tags with Google Sheets

Update Wealthbox contacts in reports with Google Sheets

Update Wealthbox contacts in lead sources with Google Sheets

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