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

Generate more leads with the Webhook + Wealthbox integration

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Quick summary of Webhook

Webhook is an HTTP callback, that allows you to connect a platform with other applications that you use, tracking the events that occur within your account through other tools.

Webhooks can be used to send and receive data, which makes this method flexible for multiple uses.

Webhooks are used to keep your CRM up to date when someone unsubscribes to your lists.

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 Webhook and Wealthbox

Create new Wealthbox contacts in tags with Webhook

Create new Wealthbox contacts in reports with Webhook

Create new Wealthbox contacts in lead sources with Webhook

Update Wealthbox contacts in tags with Webhook

Update Wealthbox contacts in reports with Webhook

Update Wealthbox contacts in lead sources with Webhook


Other popular Wealthbox integrations offered by LeadsBridge

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