Kixie + Wealthbox CRM
Add new Wealthbox CRM contacts to Kixie cadences automatically
Easily manage and engage new leads with this efficient automation. When a new contact is added to Wealthbox CRM, they will be seamlessly enrolled in a cadence within the Kixie app. Stay organized and maintain consistent communication with your prospects without any manual effort, streamlining your sales process and saving time.
Easily manage and engage new leads with this efficient automation. When a new contact is added to Wealthbox CRM, they will be seamlessly enrolled in a cadence within the Kixie app. Stay organized and maintain consistent communication with your prospects without any manual effort, streamlining your sales process and saving time.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add to Cadence
Inserts the contact into the selected Kixie Cadence
- Free forever for core features
- 14 day trial for premium features & apps
About Kixie
Seamless Integrated Voice
Powerful voice and software tools for sales and customer service teams.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
