ConvertKit + Wealthbox CRM
Add new ConvertKit tag subscribers to Wealthbox CRM as contacts
Effortlessly grow your Wealthbox CRM contact list with this workflow that connects ConvertKit and Wealthbox CRM. Whenever a new tag subscriber is added in ConvertKit, this automation will create a contact in Wealthbox CRM, making it easier to manage your leads and nurture relationships. Keep your CRM up to date and your marketing efforts streamlined with this handy integration.
Effortlessly grow your Wealthbox CRM contact list with this workflow that connects ConvertKit and Wealthbox CRM. Whenever a new tag subscriber is added in ConvertKit, this automation will create a contact in Wealthbox CRM, making it easier to manage your leads and nurture relationships. Keep your CRM up to date and your marketing efforts streamlined with this handy integration.
- When this happens...New Tag Subscriber
Triggers when a specific tag is added to a subscriber.
- automatically do this!Create Contact
Creates a new contact.
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FormRequired
Try ItSequenceRequired
Try ItTagRequired
Try ItFormRequired
EmailRequired
First Name
Optin to Sequence
New Purchase
Triggers when a new purchase is added to your account.
Try ItNew Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Try ItNew Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Try ItTransaction IDRequired
EmailRequired
Subtotal
Tax
Shipping
Discount
Total
Currency
Transaction Time
Status
Product nameRequired
Product IDRequired
Product SKU
Product price
Product quantity
