BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker

Manyfold your wealth with Wealthbox integration!

Create powerful automated workflows by syncing data across multiple channels and allowing real time access to customer communications

BotPenguin AI Chatbot maker

Features

BotPenguin AI Chatbot maker

No code Chatbot builder

BotPenguin AI Chatbot maker

Free Lifetime Plan

BotPenguin AI Chatbot maker

Multi channel Live Chat support

Grow Your Financial Advisory Business Seamlessly

Update client online information, goals, and deals automatically at one platform to keep your team coordinated while managing client relationships and sales

About

Use cases

Platform

Key Features

BotPenguin AI Chatbot maker
  • Wealthbox CRM for financial advisors is a simple, social, and collaborative wealth management platform for establishing an advisory practice. This platform provides a unified dashboard for businesses and financial advisors to manage opportunities, projects, clients, tasks, and other administrative operations.
  • It allows financial planners to manage their clients with ease.

Sync Up BotPenguin And Wealthbox To Auto Manage Client Relationships

Quick Setup Tutorial For BotPenguin and Wealthbox Integration

Steps to Integrate BotPenguin and Wealthbox with no code in minutes in a few easy steps

1
2
3
BotPenguin AI Chatbot maker

Authenticate

Login to your BotPenguin account & Select the bot that you want to integrate with the 3rd party app and authenticate

BotPenguin AI Chatbot maker

Configure

Add all the necessary API details and map the response of bot messages to the parameters of API and save the settings.

BotPenguin AI Chatbot maker

Test

Send the test lead and check on the CRM if you have received the lead. If yes, Create a genuine lead and check the integration.”

Do You Have Room for More Integrations? The Treat Has Just Begun!

Integrate your Chatbot with 80+ native integrations that fit seamlessly into your chatbot like puzzle pieces in a masterpiece.

BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker
BotPenguin AI Chatbot maker

and more than 80 tools to integrate

Take your game to A level with BotPenguin