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

Generate more leads with the MySQL + Wealthbox integration

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

Quick summary of MySQL

MySQL is an open source relational database management system based on Structured Query Language (SQL). MySQL runs on virtually all platforms, including Linux, UNIX, and Windows. Although it can be used in a wide range of applications, MySQL is most often associated with web-based applications and online publishing. Like almost all other database systems on the market, MySQL is a relational database system.

(MySQL Support) MySQL offers a full range of support options for your specific needs. In addition, technical support is designed to save you time and to ensure you achieve the highest levels of performance, reliability and availability in the shortest possible time.

MySQL supports as its database language SQL. This is a standardized language for querying and updating data and for the administration of a database. Full-text search simplifies and accelerates the search for words that are located within a text field. If you employ MySQL for storing text, you can use full text search to implement simply an efficient search function.

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 MySQL and Wealthbox

Create new Wealthbox contacts in tags with MySQL

Create new Wealthbox contacts in reports with MySQL

Create new Wealthbox contacts in lead sources with MySQL

Update Wealthbox contacts in tags with MySQL

Update Wealthbox contacts in reports with MySQL

Update Wealthbox contacts in lead sources with MySQL


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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