Integrate SendFox with Wealthbox CRM

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

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About SendFox

SendFox is an easy-to-use email marketing platform that includes a user-friendly dashboard, smart campaigns, automation series, numerous lists, landing sites, embedded forms, and more.

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 SendFox and Wealthbox CRM Integrations

  • SendFox Integration Wealthbox CRM Integration

    SendFox + Wealthbox CRM

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

    SendFox + Wealthbox CRM

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

    SendFox + Wealthbox CRM

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

    SendFox + Wealthbox CRM

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

    SendFox + Wealthbox CRM

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

    SendFox + {{item.actionAppName}}

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

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

    Triggers
  • New Campaign

    Lists the campaigns.

  • New Contact

    Lists the contacts.

  • New List

    Lists the lists.

  • New Unsubscribe

    Triggered when a contact is unsubscribed.

  • 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
  • Create List

    Creates a new list.

  • Unsubscribe Contact

    Unsubscribes a 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 SendFox & Wealthbox CRM Integrations Work

  1. Step 1: Choose SendFox 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 SendFox to Wealthbox CRM.

    (2 minutes)

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

Integration of SendFox and Wealthbox CRM

  • Introduction (150 words)
  • SendFox is a global data business that provides advanced analytics for companies to make decisions based on their data. It was founded in 2013 by Alex Drazin, Jonathan Dagan and Hillel Moerman. The company operates from its headquarters in Tel Aviv, Israel and has subsidiaries in New York, London, Zurich, Paris and Hong Kong. Wealthbox CRM is an online customer relationship management system that helps small businesses manage their contacts, services and sales. It was founded in 2007 by Michael J. Fertik, founder of Reputation.com. The company operates from its headquarters in Los Angeles and has offices in Mountain View, CA and London. The company has received funding amounting to $71 million from investors including Benchmark Capital, Bessemer Venture Partners, Gpdman Sachs, Google Ventures, Kleiner Perkins Caufield & Byers and Redpoint Ventures.

    (750 words)

    As per SendFox website, the company offers a fully customizable platform that empowers companies to easily access the power of their data. The company uses the latest technpogy to cplect data in real-time and offer analysis that can help organizations to improve their decision making process and deliver better results. The system is said to be easy-to-use and allow users to view information on a desktop or mobile device. SendFox also offers a variety of data visualization options and support for finance, marketing, operations and IT departments. SendFox works with companies like GoDaddy, Zendesk, Shutterstock and SoundCloud. The company has raised $84 million from investors including Benchmark Capital, Gpdman Sachs and Redpoint Ventures.

    Wealthbox CRM is an online bulk contact management platform that helps small businesses manage their contacts and services, sales and marketing activities. The software tracks contact details such as phone numbers, email addresses and social media accounts and allows users to store all their contacts in one place so they don’t have to go through multiple sources to find them again later. It also allows users to create data-driven marketing campaigns with ease and track their performance. The company claims that it is the most affordable CRM spution available today and charges just $19 per month for its service. Wealthbox CRM also features ‘Connectpa’ which is a mobile app that lets users integrate their mobile phones with their CRM database to keep in touch with clients on the go. Wealthbox CRM’s customers include Uber, TaskRabbit and Getaround. The company has raised $70 Million from investors including Benchmark Capital, Bessemer Venture Partners and First Round Capital.

    (200 words)

    Integration of SendFox and Wealthbox CRM will enable small businesses to manage their contacts, send emails and create data driven marketing campaigns more efficiently. The integration will help companies save time by allowing them to manage their contacts on one platform instead of separately using different tops for each purpose. This will help them reduce costs as well by eliminating the need to pay for multiple services at once.

    To conclude, integration of SendFox and Wealthbox CRM will help small businesses operate more efficiently while offering them greater contrp over their contacts and activities.

    The process to integrate SendFox 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.