Integrate ActiveCampaign with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between ActiveCampaign and Wealthbox CRM

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About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ActiveCampaign and Wealthbox CRM Integrations

  • ActiveCampaign Integration Wealthbox CRM Integration

    ActiveCampaign + Wealthbox CRM

    Create Household to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • ActiveCampaign Integration Wealthbox CRM Integration

    ActiveCampaign + Wealthbox CRM

    Create Project to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • ActiveCampaign Integration Wealthbox CRM Integration

    ActiveCampaign + Wealthbox CRM

    Create Note to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • ActiveCampaign Integration Wealthbox CRM Integration

    ActiveCampaign + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New or Updated Contact is created in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • ActiveCampaign Integration Wealthbox CRM Integration

    ActiveCampaign + Wealthbox CRM

    Create Contact to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • ActiveCampaign Integration {{item.actionAppName}} Integration

    ActiveCampaign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect ActiveCampaign + Wealthbox CRM in easier way

It's easy to connect ActiveCampaign + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ActiveCampaign & Wealthbox CRM Integrations Work

  1. Step 1: Choose ActiveCampaign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ActiveCampaign to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ActiveCampaign and Wealthbox CRM

ActiveCampaign

ActiveCampaign is a cloud-based marketing automation and email marketing service that helps businesses get more sales by sending emails. It helps users to create, send, and track emails, and allows users to set up automated fplow-up messages to help achieve their marketing goals.

Wealthbox CRM

Wealthbox CRM is a new platform that enables small business owners to easily manage their business contacts, tasks, time tracking, invoicing, and reporting. With Wealthbox CRM, you can focus on growing your business instead of struggling with the paperwork.

Integration of ActiveCampaign and Wealthbox CRM

Wealthbox CRM integrates with ActiveCampaign, which allows you to send emails on behalf of your clients without even knowing about it. Furthermore, it has the ability to save you time and money when managing your client’s accounts. This integration is in the form of a Connect, which allows you to connect ActiveCampaign and Wealthbox CRM together. For example, whenever a new account is added or modified in Wealthbox CRM, Wealthbox CRM will automatically add the contact information into ActiveCampaign. It works like magic!

Benefits of Integration of ActiveCampaign and Wealthbox CRM

There are many benefits associated with integrating ActiveCampaign and Wealthbox CRM together. Some of them include:

  • Automatically add new contacts and accounts into ActiveCampaign.
  • Be able to track the number of prospects and customers who have downloaded an ebook or watched a video through ActiveCampaign.
  • Have an easy way of tracking the number of contacts who have opened an email campaign sent through Wealthbox CRM.
  • Have an easy way of tracking the number of contacts who have replied to an email campaign sent through Wealthbox CRM.
  • Easily manage all your customer accounts on one platform.

The process to integrate ActiveCampaign and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.