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Constant Contact + Wealthbox CRM

Create new Constant Contact contacts from Wealthbox CRM new contacts

Effortlessly keep your contacts in sync between Wealthbox CRM and Constant Contact with this seamless workflow. When you add a new contact in Wealthbox CRM, the information will be automatically sent to Constant Contact, creating a new contact there as well. This is perfect for maintaining accurate and up-to-date contact lists across your marketing and CRM platforms, ensuring efficient communication with your clients and prospects.

Effortlessly keep your contacts in sync between Wealthbox CRM and Constant Contact with this seamless workflow. When you add a new contact in Wealthbox CRM, the information will be automatically sent to Constant Contact, creating a new contact there as well. This is perfect for maintaining accurate and up-to-date contact lists across your marketing and CRM platforms, ensuring efficient communication with your clients and prospects.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Constant ContactConstant Contact
    Create Contact

    Triggers when a new contact is added to your account.

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
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About Constant Contact

Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.

Related categories

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.