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Integration Wealthbox CRM by API

Once we have carried out the integration, you can link Wealthbox CRM to one of 294 available systems in 5 minutes, without programmers.
Wealthbox CRM integration
+294
available systems

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How to integrate Wealthbox CRM and other systems
with ApiX Drive

After we make the integration, you will not need to involve programmers
to integrate Wealthbox CRM with other systems.
Select the online systems to be linked
Specify the actions between systems
Turn on auto-update
The setup will not take more than 5 minutes.

Automation capabilities Wealthbox CRM
with other systems

Once we have carried out the integration, you will need to configure the rules by which the systems will work.
The Wealthbox CRM will exchange data with other systems according to the specified interval.
Integration Wealthbox CRM with other systems
Wealthbox CRM, available actions after system startup:
  • Information will be available after system startup

F.A.Q. on integration with Wealthbox CRM

How is the integration of Wealthbox CRM carried out?

  • After we carry out the integration with Wealthbox CRM, you will need to register in ApiX-Drive to start using the connector
  • Next, select the service in the web interface you need to integrate with Wealthbox CRM (currently 294 available connectors)
  • Choose what data to transfer from one system to another
  • Turn on auto-update
  • Now the data will be automatically transferred from one system to another.

How long does the integration take?

Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.

How much does it cost to integrate Wealthbox CRM with other systems?

You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .

How many integrations are available for Wealthbox CRM?

After we carry out the integration with Wealthbox CRM, integrations with other systems will be available. At the moment 294 integrations.
Information about Wealthbox CRM

Wealthbox CRM is a dedicated CRM platform for financial advisors that provides them with a suite of customer service and employee management tools. One of the main modules of the system is dedicated to contact management. It allows you to maintain an ordered database of customers and partners with all the necessary information, including phone numbers and calls, emails, financial calculations, files, etc. Another important feature of Wealthbox CRM is for social media monitoring. It makes it possible to track all the activity of contacts in social networks (posts, comments, content publications, etc.) through a single interface. Also, platform users can use the click-to-call option and call customers via CRM using the online telephony module. Wealthbox CRM supports automatic synchronization of emails and files with the Dropbox cloud storage, which helps them maintain an orderly email database without the risk of losing important information. It is also worth noting the option of grouping and tagging contacts in the database, searching by filters and adding any necessary information about contacts to their profiles. Other features of Wealthbox CRM include flexible access control, email automation, task and workflow management, employee activity monitoring, and an online calendar with scheduling of meetings and events. There are also options for managing features and reports, built-in file storage, security and data protection tools, and many more integrations with third-party services. The system is accessible via a web interface and a mobile application.

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