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ActiveCampaign + Wealthbox CRM Integrations

How to connect ActiveCampaign + Wealthbox CRM

Zapier lets you send info between ActiveCampaign and Wealthbox CRM automatically—no code required.

When this happens...
ActiveCampaignActiveCampaign
New Automation Webhook

Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

automatically do this!
Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?

How ActiveCampaign + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate ActiveCampaign + Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses better engage customers. Access pre-built automations that combine email marketing, marketing automation, CRM, & machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn More

Related categories

  • Marketing Automation

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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.
Learn More

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