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

Generate more leads with the Moosend + Wealthbox integration

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

Quick summary of Moosend

Moosend is an email marketing solution that comes with a series of advanced tools for sending great newsletter, manage contact lists and monitor the campaign performances. Its user-friendly responsive visual editor (which allows you to design an email that perfectly works on mobile devices too) is enhanced by automation features, for an easy visual workflow setup that also includes conditionals steps and pre-configured actions. Once you have configured your automated workflow, Moosend will send triggered email messages, based on subscribers’ behaviors (including shopping cart abandonment), in order to send the right email to the right person at the right time.

One of the most interesting features provided by Moosend is the real time tracking, that allows you to to get advanced analytics for your email marketing campaigns in real time. The Moosend Analytics includes CTR (for each link included into the email messages), receivers’ client, devices and location and advanced stats for each subscriber. Moosend also provides transactional emails service, API and SMTP integrations, and integrations with several services and platforms such as Salesforce, MailChimp, Woocommerce and Optimonk (for lead generation purposes). Its user-friendly responsive visual editor (which allows you to design an email that perfectly works on mobile devices too) is enhanced by automation features, for an easy visual workflow setup that also includes conditionals steps and pre-configured actions.

Once you have configured your automated workflow, Moosend will send triggered email messages, based on subscribers’ behaviors (including shopping cart abandonment), in order to send the right email to the right person at the right time. One of the most interesting features provided by Moosend is the real time tracking, that allows you to to get advanced analytics for your email marketing campaigns in real time. The Moosend Analytics includes CTR (for each link included into the email messages), receivers’ client, devices and location and advanced stats for each subscriber. Moosend also provides transactional emails service, API and SMTP integrations, and integrate several services and platforms such as Salesforce, MailChimp, Woocommerce and Optimonk (for lead generation purposes).

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 Moosend and Wealthbox

Create new Wealthbox contacts in tags with Moosend

Create new Wealthbox contacts in reports with Moosend

Create new Wealthbox contacts in lead sources with Moosend

Update Wealthbox contacts in tags with Moosend

Update Wealthbox contacts in reports with Moosend

Update Wealthbox contacts in lead sources with Moosend


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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