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.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
ActiveCampaign + Wealthbox CRMCreate Household to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
ActiveCampaign + Wealthbox CRMCreate Project to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
ActiveCampaign + Wealthbox CRMCreate Note to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
ActiveCampaign + Wealthbox CRMStart Workflow in Wealthbox CRM when New or Updated Contact is created in ActiveCampaign Read More...
ActiveCampaign + Wealthbox CRMCreate Contact to Wealthbox CRM from New or Updated Contact in ActiveCampaign Read More...
It's easy to connect ActiveCampaign + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new contact note is added.
Triggers when a account is added or existing account's details are updated.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds new contact note.
Creates a new contact.
Update an existing contact.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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 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.
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!
There are many benefits associated with integrating ActiveCampaign and Wealthbox CRM together. Some of them include:
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.