Wealthbox CRM + Mailercloud Integrations
Syncing Wealthbox CRM with Mailercloud is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About Mailercloud
Mailercloud is a cloud-based email marketing platform that allows businesses to launch email marketing campaigns without having any technical expertise.
Mailercloud IntegrationsIt's easy to connect Wealthbox CRM + Mailercloud without coding knowledge. Start creating your own business flow.
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New CommentTriggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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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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Add a Contact to a ListAdds a new contact to the selected Mailercloud list.
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Create a New List
Creates a new list in Mailercloud.
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Unsubscribe a Contact
Unsubscribes a contact from Mailercloud using email.
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Update Contact
Update an existing contact in your account.
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How Wealthbox CRM & Mailercloud Integrations Work
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Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Mailercloud as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Wealthbox CRM to Mailercloud.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
