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

Streamline your data management process with the TicketLeap + Wealthbox integration

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

Quick summary of TicketLeap

TicketLeap is an online ticketing software that allows you to easily sell tickets online for your events. With TicketLeap you can set up your event for free and start selling tickets immediately, by creating beautifully designed event pages, already optimized for mobile traffic! TicketLeap allows you to maximize the impact of your events by improving your social media and email marketing. The in-built tools enable you to make upsell offers to your attendees for ticket upgrades and special offers.

TicketLeap is a complete ticketing solution that helps you stay focus on what really matters for your event’s success. Through the platform, you can manage the entire sales process from start to finish. In-built reporting tools allow you to track your results and improve your marketing and advertising activities. With TicketLeap you have plenty of payment options: accept payments with credit cards using the software’s merchant account, your own one, or PayPal.

CVent is a highly professional tool that provides an easy-to-use management platform and enables you to check out every detail of your event by using just one tool. With a full range of cloud-based solutions, CVent makes it easier to build a strong brand. Thanks to its advanced marketing tools, with CVent you can increase your attendees and analyze the results of your advertising activity. In fact, the software provides you a simple planning method together with an integrated technology that helps you maximize your efforts. Using partners’ integrations, API & gateways, you can connect Etouches with your favorite marketing tools, in order to engage your attendees, increase the number customers, and much more.

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 TicketLeap and Wealthbox

Create new Wealthbox contacts in tags with TicketLeap

Create new Wealthbox contacts in reports with TicketLeap

Create new Wealthbox contacts in lead sources with TicketLeap

Update Wealthbox contacts in tags with TicketLeap

Update Wealthbox contacts in reports with TicketLeap

Update Wealthbox contacts in lead sources with TicketLeap


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
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