Wealthbox + LeadsBridge

Modern CRM integrated with lead generation software to build your business.

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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

Recorded webinar

Lead Generation + CRM: A Webinar on the Integration of Wealthbox & LeadsBridge

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Blog post

LeadsBridge Partners with Wealthbox to Streamline Lead Generation with Digital Advertising

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Stefania Vichi
“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

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