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

Streamline your data management process with the Wealthbox + Mailparser integration

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Does Wealthbox integrate with Mailparser? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting Wealthbox and Mailparser

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 Mailparser

Mailparser is a SaaS email workflow automation software for online small and medium businesses who want to grow their business through a solid, email marketing automation platform that allows you to convert more leads into clients with no efforts.

Mailparser provides a series of powerful and reliable tools for extracting data from emails and incoming attachments (for example: leads, order confirmations, shipping notifications, system updates, etc.) and automatically transfer the analyzed data to Excel, Google Sheets, CRM and 100 of other third-party APIs.

These solutions allow you to save many hours every day, avoiding any manual entry and review of data and keeping data integrity intact (for example, no human input errors will be committed). In a nutshell, with Mailparser.io you can say goodbye to the days of manually entering data from email into your favorite CRM, spreadsheet or third-party API.


What you can do with Wealthbox and Mailparser

Create new Mailparser leads with Wealthbox

Update Mailparser leads with Wealthbox


Other popular Mailparser integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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NOTE Mailparser is on Waiting List
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