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Generate more leads with the Weebly eCommerce by Square + Wealthbox integration
Weebly eCommerce by Square / Wealthbox
Integrations

Streamline your data management process with the Weebly eCommerce by Square + Wealthbox integration

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

Quick summary of Weebly eCommerce by Square

Weebly eCommerce by Square is a website builder that allows companies that use it to create their websites quickly and easily, without having any technical skills.

Weebly eCommerce by Square's drag-and-drop editor makes it easy to use and ensures companies create functional and stylish websites, including blogs and online stores, all in one place.

The customization that Weebly eCommerce by Square offers in its templates is complete, thanks to the fact that through HTML or CSS, more expert users will be able to edit the website pages as they please. Furthermore, Weebly eCommerce by Square's templates are mobile-friendly, with a responsive interface that adapts to any type and size of the screen.

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 Weebly eCommerce by Square and Wealthbox

Create new Wealthbox contacts in tags with Weebly eCommerce by Square

Create new Wealthbox contacts in reports with Weebly eCommerce by Square

Create new Wealthbox contacts in lead sources with Weebly eCommerce by Square

Update Wealthbox contacts in tags with Weebly eCommerce by Square

Update Wealthbox contacts in reports with Weebly eCommerce by Square

Update Wealthbox contacts in lead sources with Weebly eCommerce by Square


Other popular Wealthbox integrations offered by LeadsBridge

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