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Attentive + Wealthbox CRM

Attentive + Wealthbox CRM

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Subscribe User
    Subscribe User
    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

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