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

Generate more leads with the Mixpanel + Wealthbox integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Mixpanel and Wealthbox

Quick summary of Mixpanel

MixPanel is a leading product analysis, that lets you track how people behave in your mobile or web application.

MixPanel enables you to discover how people use your application. By doing so, you can get the most relevant data you need to improve your app’s performance with mobile & web analytics. Measure engagement. With MixPanel you can measure the user’s engagement with your app, by tracking time spent on it and actions people take.

Mix Panel tools let you understand every user's journey. Advanced stats will give you an overview of the strengths and weaknesses of your app, in order to decide your next improvement to grow your business. Increase customers’ retention Mix Panel allows you to increase retention and get customers come back to by using email and push notifications. Moreover, with MixPanel you can track sources of web traffic, measure events and page views.

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 Mixpanel and Wealthbox

Create new Wealthbox contacts in tags with Mixpanel

Create new Wealthbox contacts in reports with Mixpanel

Create new Wealthbox contacts in lead sources with Mixpanel

Update Wealthbox contacts in tags with Mixpanel

Update Wealthbox contacts in reports with Mixpanel

Update Wealthbox contacts in lead sources with Mixpanel


About LeadsBridge

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.

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Other popular Wealthbox integrations offered by LeadsBridge


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