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

Generate more leads with the Wealthbox + Drip integration

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

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.

Quick summary of Drip

Drip is a marketing automation tool designed to manage your contacts, with the goal of converting more customers. With Drip your marketing automation is easier than ever. At the same time, you’ll get access to the most advanced tools and methods that allow you to address your audience with the most relevant message for them.

In fact, Drip tools include Marketing Automation. With marketing automation, you can create segments of your audience using triggers, actions, and integrations. Comprehensive contact records, if you manage a sales team, you’ll love that: the whole team will have access to the contact management directly online, so you can maximize your productivity, wherever you are, 24/7. The personalized customer journey, different buyer personas within your lists will enjoy a highly personalized customer journey, that changes based on people’s behaviors.

No matters if you are an experienced marketer or a newbie. With proven blueprints, broadcast, autoresponders and behavior-triggered emails, you can take the most out of your email and bring your marketing on autopilot. To grow your business, you need to track. With Drip you’ll be able to analyze your marketing through built-in solutions that help you achieve your goals.


What you can do with Wealthbox and Drip

Create new Drip subscribers in tags with Wealthbox

Create new Drip subscribers in campaigns with Wealthbox

Update Drip subscribers in tags with Wealthbox

Update Drip subscribers in campaigns with Wealthbox


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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