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Generate more leads with the Wealthbox + HTTP Request (GET/POST) integration
Wealthbox / HTTP Request (GET/POST)
Integrations

Generate more leads with the Wealthbox + HTTP Request (GET/POST) integration

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and HTTP Request (GET/POST)

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 HTTP Request (GET/POST)

HTTP is a protocol that works with a client / server architecture. The client makes a request, and the server returns the response. In common use, the client corresponds to the browser and server the machine on which the website resides. There are therefore, two types of HTTP messages: request messages and reply messages.

HTTP differs from other layers seven protocol such as FTP, because connections are generally closed once a particular request (or a series of related requests) has been met.

This behavior makes the HTTP protocol ideal for the World Wide Web, where the pages very often contain links to pages hosted by other servers thus decreasing the number of active connections limiting them to those actually needed with an increase in efficiency (lower load and occupancy) both on the client and on the server. However, sometimes it poses problems for web content developers, because the stateless nature of the browsing session forces to use alternative methods (typically based on cookies) to preserve the user's status.


What you can do with Wealthbox and HTTP Request (GET/POST)

Create new HTTP Request (GET/POST) leads with Wealthbox

Update HTTP Request (GET/POST) leads 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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Other popular HTTP Request (GET/POST) integrations offered by LeadsBridge


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