https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo390.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the Listings To Leads + Wealthbox integration
Listings To Leads / Wealthbox
Integrations

Streamline your data management process with the Listings To Leads + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/390-400.webp

Does Listings To Leads integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Listings To Leads and Wealthbox

Quick summary of Listings To Leads

Listings To Leads it provides agents and brokers industry leading, turnkey online marketing solutions and strategies to increase online lead generation.

Listings To Leads will post all of your listings on the right websites following best practices for online marketing and lead generation. By doing so, you'll be able to better manage your clients, improve your marketing, improve your entire sales pipeline.

At Listings-to-Leads's competitive advantage is the leadership of real estate and technology executives with results-proven track records from a down in the trenches" perspective.

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 Listings To Leads and Wealthbox

Create new Wealthbox contacts in tags with Listings To Leads

Create new Wealthbox contacts in reports with Listings To Leads

Create new Wealthbox contacts in lead sources with Listings To Leads

Update Wealthbox contacts in tags with Listings To Leads

Update Wealthbox contacts in reports with Listings To Leads

Update Wealthbox contacts in lead sources with Listings To Leads


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start Automating today!

Try LeadsBridge for free today or get a demo to see how LeadsBridge can help you scale your lead generation and marketing automation