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Generate more leads with the GoToWebinar + Wealthbox integration
GoToWebinar / Wealthbox
Integrations

Streamline your data management process with the GoToWebinar + Wealthbox integration

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Does GoToWebinar integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting GoToWebinar and Wealthbox

Quick summary of GoToWebinar

GoToWebinar is a webinar hosting platform designed to help you create and promote live and registered online events, in order to make more leads and sales. GoToWebinar makes it easy to engage with your audience through webinars and interact with people during your events. For example, you can invite guests, create surveys and track your results.

With GoToWebinar you can record your webinars and re-use the best ones for your pre-recorded webinars that feel like live. Once people subscribe to your webinars, you can follow up them with email sequences, and leverage the advanced automation rules. With GoToWebinar you can easily set up confirmations and reminders, in order to increase the quality of your leads and improve your webinar’s results. The automation rules allow you to easily segment your audience based on how they behave with your webinar.

Moreover, with GoToWebinar you can get registrants from mobile devices. Registrants can download the free GotoWebinar app and follow you on mobile devices and tablets adding comments and interacting directly with you during the events. GoToWebinar with integrates with the most used CRMs and email marketing tools, which allows you to manage your leads in just one place.

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 GoToWebinar and Wealthbox

Create new Wealthbox contacts in tags with GoToWebinar

Create new Wealthbox contacts in reports with GoToWebinar

Create new Wealthbox contacts in lead sources with GoToWebinar

Update Wealthbox contacts in tags with GoToWebinar

Update Wealthbox contacts in reports with GoToWebinar

Update Wealthbox contacts in lead sources with GoToWebinar


Other popular Wealthbox integrations offered by LeadsBridge

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