Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Read More
FreshMail 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 Integrations
It's easy to connect Wealthbox CRM + FreshMail without coding knowledge. Start creating your own business flow.
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 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.