DOPE360 + Wealthbox CRM
Create neighborhood automations in DOPE360 for new contacts in Wealthbox CRM
Effortlessly connect Wealthbox CRM and DOPE360 with this workflow. Whenever a new contact is added in Wealthbox CRM, it will trigger a Neighborhood Automation action in DOPE360, keeping your marketing efforts organized and efficient. Say goodbye to manual updates and let this integration streamline your client management process.
Effortlessly connect Wealthbox CRM and DOPE360 with this workflow. Whenever a new contact is added in Wealthbox CRM, it will trigger a Neighborhood Automation action in DOPE360, keeping your marketing efforts organized and efficient. Say goodbye to manual updates and let this integration streamline your client management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Neighborhood Automation
Send postcards to the neighbors of a contact
- Free forever for core features
- 14 day trial for premium features & apps
About DOPE360
DOPE360 makes direct mail simple for your business. Use our Neighborhood Blitz tool to target any neighborhood. Get laser targeted mailing lists by income, home value, and more.
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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.