Prospects into Wealthbox without the retyping
Wealthbox holds the client relationship. Parseur handles the paperwork at the front of it. Parseur reads the prospect and referral emails advisors receive, extracts names, contact details, and the details of the enquiry, and creates the Wealthbox contact through Zapier. Advisor time is expensive. Typing addresses is not a use of it.
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Referrals from centres of influence
Parseur extracts the prospect's details from referral emails sent by accountants, attorneys, and existing clients, so the contact record exists before the first call.
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Website and directory enquiries
Parseur captures contact details from the notification emails your site and advisor directories send, so every enquiry enters the CRM rather than an inbox.
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Forms and onboarding documents
Parseur reads completed forms and onboarding paperwork arriving as PDFs or scans, turning them into contact fields instead of an attachment somebody has to open and copy.
How the Wealthbox integration works
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1. Create your Parseur mailbox
- Sign up and get a dedicated email address where your documents land.
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2. Forward your emails
- Send emails manually or set up auto forwarding so every new one arrives on its own.
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3. AI extracts the data
- Parseur reads each email and pulls out the fields you need as structured data.
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4. Data lands in Wealthbox
- Zapier picks up the parsed data and sends it to Wealthbox in real time.
What is Parseur?
Parseur is a powerful document processing software to extract text from emails, PDFs and documents and automate your workflow. All Parseur features.
What is Wealthbox?
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team.
What is Zapier?
Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Trusted for CRM email workflows in production
BuildYourBnB, a short-term rental business hosting over 10,000 guests per year, uses Parseur with Zapier to route email data into its business tools automatically, the same setup this Wealthbox integration uses. Founder Boris Mordkovich tested Parseur against Zapier's own email parser and found it more accurate on the rich HTML emails that platforms send.
- Guests hosted per year on Parseur-powered workflows
- 10,000+
- Documents processed by Parseur since 2016
- 100M+
- Parseur rating on Capterra and GetApp
- 5/5
If you've stumbled on this integration article, then I have 3 questions for you:
- Do you create and store contacts in Wealthbox CRM?
- Do you receive leads' information in your inbox?
- Do you manually add each lead as a new contact in the CRM tool?
If you've replied "yes" to all the questions, then we are going to show you how to automatically create new contacts in Wealtbox.
What is Wealthbox?
Wealthbox is the number one CRM for financial advisors. It provides a collaborative platform that facilitates interaction between prospects, customers and colleagues.
They have features such as:
- Contact management
- A Wealthbox mailbox
- Customized automated workflows
- Advanced CRM reporting
- Integration with 100+ applications
- Read more about Wealthbox features.
Wealthbox has a free 14-day trial and its first plan starts at $45/user per month
Integrating Parseur with Wealthbox
Parseur is an advanced document processing tool that integrates with thousands of applications, including Wealthbox. Parseur can be categorized into both an email parser and a PDF parser automating data extraction from documents.
The PDF parsing software is also integrated with AI OCR, Zonal OCR and Dynamic OCR
As a financial advisor, how does the integration of Parseur and Wealthbox help me?
Let's say someone leaves their details through the contact form on your company's website. You receive that information via email. You can create an auto-forwarding rule from your personal inbox to Parseur mailbox.
- Parseur receives that email and extract specific data such as the lead's name, phone number and email address.
- Parseur sends the parsed data to Zapier.
- Zapier creates a new contact in Wealthbox automatically
To use this integration you will need:
- A Parseur account
- A Zapier account
- A Wealthbox account
Step 1: Create a Parseur mailbox to receive the lead email
Parseur has several mailboxes developed for specific use cases. For this integration article, we will create a "generic leads" mailbox.
Once done, forward one of your emails to that mailbox.
Step 2: Extract lead data with AI
Step 3: Export the data to Wealthbox
Head over to "export", click on "Zapier" and search for "Wealthbox" and, it will open the Zapier dashboard.
The trigger should be Parseur and "new document processed"
The action should be Wealthbox and "create new contact"
Step 4: Connect Parseur with Zapier
Login to your Parseur account and choose the mailbox where Zapier will retrieve the parsed data.
Step 5: Connect Wealthbox with Zapier
The next step is to log in to your Wealthbox account and provide the API key to Zapier.
Note: You'll have to contact Wealthbox support to access the API key.
Once done, you will be able to customize how to add the contact using the parsed data.
Step 6: Send a Zapier trigger to Wealthbox
Send a Zapier test to verify whether the contact has been created successfully.
From now on, every email will be processed and every lead will be added as a new contact in Wealthbox.
By integrating Parseur, Zapier, and Wealthbox, we have created an automated process that not only saves time but also reduces the chances of human error. This integration can help organize customer relationships and interactions seamlessly, providing valuable time to focus more on strategic tasks.
