Direct Mail + Wealthbox CRM
Create new Direct Mail addresses from new Wealthbox CRM contacts
Streamline your client management process by connecting Wealthbox CRM to Direct Mail. With this workflow, every time you add a new contact in Wealthbox CRM, their address details will be seamlessly added to Direct Mail for easy mailing list management. Stay organized and save time with this efficient automation.
Streamline your client management process by connecting Wealthbox CRM to Direct Mail. With this workflow, every time you add a new contact in Wealthbox CRM, their address details will be seamlessly added to Direct Mail for easy mailing list management. Stay organized and save time with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!New Contact
Creates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
About Direct Mail
Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.
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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.
