https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo293.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the Zendesk + Wealthbox integration
Zendesk / Wealthbox
Integrations

Streamline your data management process with the Zendesk + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/293-400.webp

Does Zendesk integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Zendesk and Wealthbox

Quick summary of Zendesk

Zendesk is a customer support service for businesses and companies that allows you to offer a first-class customer support to your clients and prospect. Zendesk’s software is designed to optimize your customer relationship by empowering the collaboration within team members. Zendesk helps your company be more flexible and increases the trust of your customers.

Thanks to Zendesk, you can also collect a huge quantity of data that allows you to turn a short chat with a prospective client into a long-lasting relationship. Zendesk allows you to offer a customer service that stands out of the crowd, because its software is designed to help your team members be more efficient and fast.

Moreover, ZenDesk provides you insights and data about the most relevant metrics of your business, like the level of engagement with your customers and much more. ZenDesk is a helpful software for growing your business at scale. In fact, you can connect the platform with your favorite business tools and partners and take the most of of your customers support efforts.

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 Zendesk and Wealthbox

Create new Wealthbox contacts in tags with Zendesk

Create new Wealthbox contacts in reports with Zendesk

Create new Wealthbox contacts in lead sources with Zendesk

Update Wealthbox contacts in tags with Zendesk

Update Wealthbox contacts in reports with Zendesk

Update Wealthbox contacts in lead sources with Zendesk


Other popular Wealthbox integrations offered by LeadsBridge

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


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start Automating today!

Try LeadsBridge for free today or get a demo to see how LeadsBridge can help you scale your lead generation and marketing automation