Dotdigital + Wealthbox CRM

Dotdigital + Wealthbox CRM integrations

Create and send Dotdigital campaigns for new Wealthbox CRM contacts

Effortlessly stay in touch with your new contacts from Wealthbox CRM by utilizing this automation workflow. Once set up, when a new client is added to Wealthbox CRM, a campaign will be sent to them via Dotdigital. This ensures seamless communication, letting you focus more on building customer relationships while the workflow handles your email marketing activities.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send Email CampaignSend a marketing email to a contact.
ActionWrite

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More things you can do with Wealthbox CRM and Dotdigital

Discover other triggers and actions you can use with Wealthbox CRM and Dotdigital

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Campaign Activity
Triggers when a campaign has new activity.
Trigger
Polling
Try It
- Campaign
  Required
Trigger
Polling
Try It
Contact Modified
Triggers when a new contact is modified.
Trigger
Polling
Try It
Contact Unsubscribed
Triggers when a contact has unsubscribed.
Trigger
Polling
Try It
- Name
  Required
- Visibility
Action
Write
- Match Identifier
  Required
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Match Identifier
  Required
- Program
  Required
Action
Write
- Email Address
  Required
- Resubscribe with resubscription confirmation email
- Preferred Locale
- Redirect URL After Challenge
Action
Write
- Mobile Number
  Required
- Message
  Required
Action
Write
- To
  Required
- Message
  Required
- From
- Link Shortening
- Allow Unicode Characters
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- Campaign
  Required
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
- Suppression Reason
  Required
Trigger
Polling
Try It
- Survey
  Required
Trigger
Polling
Try It
- Match Identifier
  Required
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Name
  Required
- Type
  Required
- Visibility
Action
Write
- Segment
  Required
Action
Write
- Campaign Name
  Required
- Email
  Required
- Send Date
Action
Write
- From Address
  Required
- To Address
  Required
- Subject
  Required
- HTML Content
  Required
- Plain Text Content
  Required
- CC Addresses
- BCC Addresses
Action
Write
- Match Identifier
  Required
Action
Write

About Dotdigital

Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly personalized cross-channel journeys.

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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.