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

Streamline your data management process with the ZocDoc + Wealthbox integration

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

Quick summary of ZocDoc

Zocdoc is the beginning of a better healthcare experience for millions of patients. With this app, you can find doctors you love and make appointments online instantly.

No more phone calls or long wait times, but simple appointment-booking is just the start. You can also see what other patients are saying with Zocdoc reviews, stay on top of important check ups with wellness reminders and fill out medical forms online and use them for future appointments.

There are many ways to work for unite modern patients and doctors, Zocdoc has just one mission: to give power to the patient.

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 ZocDoc and Wealthbox

Create new Wealthbox contacts in tags with ZocDoc

Create new Wealthbox contacts in reports with ZocDoc

Create new Wealthbox contacts in lead sources with ZocDoc

Update Wealthbox contacts in tags with ZocDoc

Update Wealthbox contacts in reports with ZocDoc

Update Wealthbox contacts in lead sources with ZocDoc


Other popular Wealthbox integrations offered by LeadsBridge

No integration available but…
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