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Generate more leads with the Wealthbox + Email Notification integration
Wealthbox / Email Notification
Integrations

Generate more leads with the Wealthbox + Email Notification integration

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

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 Email Notification

Email notifications are emails automatically sent to another email address when a specified event or change occurs.

For example, many business tools like payment gateways, landing page builders or other lead gen sources, enable you to receive an email notification when you receive a payment, or when a lead subscribe to your list.

With LeadsBridge, this email notification can be syncronized to your CRM / email software automatically, in order to store the data of your contacts into your management tool.


What you can do with Wealthbox and Email Notification

Create new Email Notification leads with Wealthbox

Update Email Notification leads with Wealthbox


Other popular Email Notification integrations offered by LeadsBridge

No integration available but…
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