- Financial Automation
- Financial Planning
- Automate financial planning
Capture and organize financial planning information
Automate the capture and organization of financial planning data by seamlessly connecting lead capture forms, CRMs, spreadsheets, and accounting tools. This integration centralizes client information, ensures timely notifications for new opportunities, and delivers frequent plan updates without manual intervention. As a result, advisors save time, reduce data entry errors, and focus on delivering personalized financial strategies.
Filter by common apps:
Wealthbox CRM
Filter by Zapier
SurveySparrow
Less Annoying CRM
Mailchimp
Webhooks by Zapier
Formatter by Zapier
Google Sheets
AdviserLogic Fact Finder
Schedule by Zapier
Tidely
HubSpot
Salesforce
QuickBooks Online
- Add financial plan to opportunity pipeline in Wealthbox CRM, find contact, and create opportunity
- Capture new financial planning sign ups, create contacts, add pipeline items, and update Mailchimp subscribers
Capture new financial planning sign ups, create contacts, add pipeline items, and update Mailchimp subscribers
- Capture client data from webhooks, format dates, and populate Google Sheets and AdviserLogic
Capture client data from webhooks, format dates, and populate Google Sheets and AdviserLogic
- Capture financial planning info from HubSpot, find contact in Wealthbox CRM, format date, and create note
Capture financial planning info from HubSpot, find contact in Wealthbox CRM, format date, and create note
- Create an estimate in QuickBooks Online for new Salesforce records
Create an estimate in QuickBooks Online for new Salesforce records
- Trigger financial planning workflow in Wealthbox CRM for new clients
Trigger financial planning workflow in Wealthbox CRM for new clients