Manyfold your wealth with Wealthbox integration!
Create powerful automated workflows by syncing data across multiple channels and allowing real time access to customer communications
Features
No code Chatbot builder
Free Lifetime Plan
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
- 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
Authenticate
Login to your BotPenguin account & Select the bot that you want to integrate with the 3rd party app and authenticate
Configure
Add all the necessary API details and map the response of bot messages to the parameters of API and save the settings.
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.”
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