ActiveCampaign + Wealthbox CRM
Create ActiveCampaign accounts for new Wealthbox CRM contacts
Effortlessly maintain your CRM contacts and marketing platform in sync with this smart workflow. When a new contact is added to Wealthbox CRM, an account will be created in ActiveCampaign, ensuring a seamless transfer of information. Stay organized and boost your marketing efforts by keeping all your contacts up-to-date across platforms.
Effortlessly maintain your CRM contacts and marketing platform in sync with this smart workflow. When a new contact is added to Wealthbox CRM, an account will be created in ActiveCampaign, ensuring a seamless transfer of information. Stay organized and boost your marketing efforts by keeping all your contacts up-to-date across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
- Free forever for core features
- 14 day trial for premium features & apps
About ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Email NewslettersAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
