Wealthbox CRM + Platform.ly Integration

Connect Wealthbox CRM to Platform.ly - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Platform.ly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Wealthbox CRM + Platform.ly integration.
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most-popular-automations
Platform.ly + Wealthbox CRM Integration

Create Wealthbox CRM opportunity for new Platform.ly contact

This automation makes it easy to create new opportunitys in Wealthbox CRM when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, a new opportunity will automatically be created in Wealthbox CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Platform.ly + Wealthbox CRM Integration

Create Wealthbox CRM contact for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Wealthbox CRM contact and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Platform.ly + Wealthbox CRM Integration

Create Wealthbox CRM task for new Platform.ly contact

Wealthbox CRM and Platform.ly are two powerful cloud-based tools that can be used to improve business productivity. Using this Wealthbox CRM - Platform.ly integration, you can automatically create task in Wealthbox CRM whenever a new contact is created in Platform.ly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Wealthbox CRM + Platform.ly Integration

Create Platform.ly contact for new Wealthbox CRM contact

If you're using Wealthbox CRM to manage your sales leads, it's important to also use Platform.ly to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Wealthbox CRM, a corresponding contact will automatically be created in Platform.ly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Wealthbox CRM + Platform.ly Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM

    Triggers the automation when any opportunity is updated

  • Wealthbox CRM
    Contact is created in Wealthbox CRM

    Triggers the automation when a new contact is created

  • Wealthbox CRM
    Task is created in Wealthbox CRM

    Triggers the automation when a new task is created

  • Wealthbox CRM
    Workflow is created in Wealthbox CRM

    Triggers the automation when a workflow is created

  • Wealthbox CRM
    Comment is created in Wealthbox CRM

    Triggers the automation when a new comment is created

  • Wealthbox CRM
    Event is created in Wealthbox CRM

    Triggers the automation when a new event is created

  • Wealthbox CRM
    Project is created in Wealthbox CRM

    Triggers the automation when a new project is created

  • Wealthbox CRM
    Note is created in Wealthbox CRM

    Triggers the automation when a new note is created

  • Platform.ly
    Contact is created in Platform.ly

    Triggers the automation when a new contact is created

  • Platform.ly
    Tag is created in Platform.ly

    Triggers the automation when a tag is added

  • Platform.ly
    Custom field is created in Platform.ly

    Triggers the automation when a new custom field is created

  • Platform.ly
    Segment is created in Platform.ly

    Triggers the automation when a segment is created

2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM

    Adds a new contact to the database

  • Wealthbox CRM
    Search contact by email in Wealthbox CRM

    Finds and retrieves contact information using their email address

  • Wealthbox CRM
    Update Contact in Wealthbox CRM

    Updates contact information with new details

  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM

    Finds information about a contact using the phone number

  • Wealthbox CRM
    Search contact by name in Wealthbox CRM

    Finds information about a contact using the name

  • Wealthbox CRM
    Get contact by id in Wealthbox CRM

    Retrieves a contact's information based on their id

  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM

    Creates a new instance of the support system

  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM

    Updates the opportunity details as needed

  • Wealthbox CRM
    Create Task in Wealthbox CRM

    Creates a new task

  • Wealthbox CRM
    Update Task in Wealthbox CRM

    Updates the task with new information or changes

  • Wealthbox CRM
    Create Note in Wealthbox CRM

    Creates a new note in the particular format

  • Wealthbox CRM
    Update Note in Wealthbox CRM

    Updates a note with new information

  • Wealthbox CRM
    Create Event in Wealthbox CRM

    Adds a new contact to the contact list

  • Wealthbox CRM
    Update Event in Wealthbox CRM

    Updates event details with the latest information

  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM

    Retrieves contact information based on the unique id provided

  • Wealthbox CRM
    Create workflow in Wealthbox CRM

    Creates a new workflow

  • Wealthbox CRM
    Update workflow in Wealthbox CRM

    Updates the workflow with new changes or information

  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM

    Searches for a workflow template for a workflow

  • Wealthbox CRM
    Create Project in Wealthbox CRM

    Creates a new project

  • Wealthbox CRM
    Update Project in Wealthbox CRM

    Updates project information

  • Platform.ly
    Create Contact in Platform.ly

    Adds a new contact to the database

  • Platform.ly
    Update Contact in Platform.ly

    Updates contact information with new details

  • Platform.ly
    Add tag to a contact in Platform.ly

    Adds a tag to a contact

  • Platform.ly
    Search contact in Platform.ly

    Finds and retrieves contact information

  • Platform.ly
    Add note to contact in Platform.ly

    Adds notes to a contact's profile

  • Platform.ly
    Remove tag from contact in Platform.ly

    Untag the contact

  • Platform.ly
    Remove all tags from contact in Platform.ly

    Removes all tags from a contact

  • Platform.ly
    Add segment to contact in Platform.ly

    Categorize contacts into segments based on predefined criteria

  • Platform.ly
    Remove segment from contact in Platform.ly

    Removes a segment from a contact

  • Platform.ly
    Remove all segments from contact in Platform.ly

    Removes all segments from a contact

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Integrate Wealthbox CRM & Platform.ly In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

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Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.

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