Integrate HubSpot with Wealthbox
What is 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.
Benefits of using HubSpot
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.
Why should I use HubSpot
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.
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.
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
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.