AMcards.com + Wealthbox CRM
Add new Wealthbox CRM contacts to schedule drip campaigns in AMcards.com
Efficiently manage your new contacts and nurture leads with this automation. Whenever you add a new contact in Wealthbox CRM, this workflow will schedule a drip campaign for them in AMcards.com. Stay on top of your relationship-building efforts without missing a beat, and let your CRM and marketing platforms work together seamlessly.
Efficiently manage your new contacts and nurture leads with this automation. Whenever you add a new contact in Wealthbox CRM, this workflow will schedule a drip campaign for them in AMcards.com. Stay on top of your relationship-building efforts without missing a beat, and let your CRM and marketing platforms work together seamlessly.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Schedule a Drip Campaign
Triggers/Schedules a Drip Campaign
- Free forever for core features
- 14 day trial for premium features & apps
About AMcards.com
Send real personalized greeting cards and gifts in seconds.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.