Attentive + Wealthbox CRM integrations
Automatically subscribe new Wealthbox CRM contacts to Attentive as users
Effortlessly keep your CRM and SMS marketing lists up-to-date with this seamless workflow. Whenever a new contact is added to your Wealthbox CRM, they'll be instantly subscribed to your Attentive SMS list. Save time while ensuring that your marketing efforts reach your most important connections.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Subscribe UserMake a call to this endpoint to subscribe a user to subscriptions. Note that when a user is subscribed programmatically, it must include compliant legal language. By default, if a subscription already exists, it records the attempt to create the subscription again. For TEXT subscriptions, a message is sent to the person indicating that they are already subscribed.
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More things you can do with Wealthbox CRM and Attentive
Discover other triggers and actions you can use with Wealthbox CRM and Attentive
- New Comment
Triggers when a new comment is created.
Try ItTriggerInstant - Plan Limitation
Try ItTriggerInstant- New Note
Triggers when a new note is created.
Try ItTriggerInstant - New Project
Triggers when a new project is created.
Try ItTriggerInstant
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Event
Triggers when a new event is created.
Try ItTriggerInstant - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant - Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerInstant
Attentive® is the leader in conversational commerce, reinventing business to consumer communication. Our SMS-first software platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers in a new way.
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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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