Klaviyo + Wealthbox CRM
Create Wealthbox CRM opportunities from new Klaviyo events
Stay on top of your CRM game by effortlessly linking Klaviyo events to Wealthbox CRM opportunities. With this workflow, an opportunity is created in Wealthbox CRM each time a new event takes place in Klaviyo. Minimize manual data entry and maximize your focus on cultivating relationships and securing deals.
Stay on top of your CRM game by effortlessly linking Klaviyo events to Wealthbox CRM opportunities. With this workflow, an opportunity is created in Wealthbox CRM each time a new event takes place in Klaviyo. Minimize manual data entry and maximize your focus on cultivating relationships and securing deals.
- When this happens...New Event
Triggers on a new event. Optional filtering by metric.
- automatically do this!Create Opportunity
Creates a new opportunity.
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Metric
Try ItChannel
Try ItEmail
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
ListRequired
Profile IDRequired
Audience Type
Try ItProfile IDRequired
ListRequired
MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
Campaign IDRequired
About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Related categories
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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.