Wealthbox CRM + FreshMail Integrations
Integrate Wealthbox CRM with FreshMail to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Wealthbox CRM to FreshMail integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Read MoreFreshMail is an email marketing platform for companies of every size and budget that want to open a powerful marketing channel for direct communication and sales to drive revenue through online strategies. It has everything you need to send effective email marketing campaigns.
FreshMail IntegrationsIt's easy to connect Wealthbox CRM + FreshMail without coding knowledge. Start creating your own business flow.
- Triggers
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New CommentTriggers when a new comment is created.
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New ContactTriggers when a new contact is created.
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New EventTriggers when a new event is created.
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New NoteTriggers when a new note is created.
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New OpportunityTriggers when a new opportunity is created.
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New ProjectTriggers when a new project is created.
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New WorkflowTriggers when a new workflow is created.
- Actions
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Add Member to HouseholdAdds a new family member to a household.
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Create ContactCreates a new contact.
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Create EventCreates a new event.
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Create HouseholdCreate a new household
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Create NoteCreates a new note.
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Create OpportunityCreates a new opportunity.
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Create ProjectCreates a new project.
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Create TaskCreates a new task.
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Start WorkflowStart a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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