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

Generate more leads with the HubSpot + Wealthbox integration

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Quick summary of HubSpot

HubSpot is an inbound marketing software designed to help marketers and business owners to attract visitors to their website, and convert them into leads, and close them as clients. Hubspot is famous for being an all-in-one platform, that allows you to bring your entire business online.

HubSpot enables you to design and customize your own web forms which are necessary for acquiring new leads and subscribers. Hubspot’s CRM is one of the most advanced tools to manage your leads and customers. It allows you to send newsletters and follow up your prospective clients once they subscribed to your lists. In addition, the CMS (Content Management System) offered by HubSpot allows you to create online content that attracts more visitors, without coding.

With Hubspot’s CRM you can segment your audience, assigning a score to your best leads. By doing so, you’ll be able to create custom journeys for your prospective clients that drive them through your entire pipeline, thanks to marketing automation, in order to increase conversions.

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 HubSpot and Wealthbox

Create new Wealthbox contacts in tags with HubSpot

Create new Wealthbox contacts in reports with HubSpot

Create new Wealthbox contacts in lead sources with HubSpot

Update Wealthbox contacts in tags with HubSpot

Update Wealthbox contacts in reports with HubSpot

Update Wealthbox contacts in lead sources with HubSpot


Other popular Wealthbox integrations offered by LeadsBridge

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