Get started with Wealthbox + LeadsBridge
Modern CRM integrated with lead generation software to build your business.
Modern CRM integrated with lead generation software to build your business.
Overview
LeadsBridge is a reliable platform that allows users to integrate their CRM to optimize and grow ROAS of their digital advertising strategy. The integration with Wealthbox allows users to create contact records in Wealthbox for leads collected through advertising campaigns.
LeadsBridge automatically creates new Wealthbox contacts from new leads.
Map fields from LeadsBridge, including custom fields.
Resources
“With Wealthbox, advisors now have access to advanced technologies like LeadsBridge to improve the effectiveness of their lead generation and marketing.”
Stefania Vichi
Chief Analytics Officer at LeadsBridge
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
