Gmail + Wealthbox CRM

Update and email Wealthbox CRM contacts via Gmail

Keep your email communications up-to-date when changes occur in your Wealthbox CRM contacts. This integration enables Wealthbox users to send an email through Gmail every time a contact gets updated. No longer worry about missing important changes, and foster stronger relationships with your clients with efficient correspondence. Experience a seamless blend of email marketing and customer relationship management.

Keep your email communications up-to-date when changes occur in your Wealthbox CRM contacts. This integration enables Wealthbox users to send an email through Gmail every time a contact gets updated. No longer worry about missing important changes, and foster stronger relationships with your clients with efficient correspondence. Experience a seamless blend of email marketing and customer relationship management.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    Contact Updated

    Triggers when an existing contact is updated.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

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wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

  • CRM (Customer Relationship Management)

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