Klenty + Wealthbox CRM

Klenty + Wealthbox CRM integrations

Initiate Klenty cadences for new Wealthbox CRM contacts

Effortlessly keep your customer outreach organized with this efficient workflow. When you add a new contact in Wealthbox CRM, this automation will begin a cadence in Klenty to streamline your engagement process. Stay on top of your sales efforts and ensure timely follow-ups with each new contact, all while saving time and boosting productivity.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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Start CadenceTriggers when a cadence is started in Klenty.
ActionWrite

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More things you can do with Wealthbox CRM and Klenty

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

New Comment
Triggers when a new comment is created.
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Instant
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- Plan Limitation
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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Instant
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- 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
Cadence First Reply
Triggers when a cadence receives it's first reply from any prospect.
Trigger
Instant
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On Click
Triggers when a link is clicked when an email is sent via klenty.
Trigger
Instant
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On Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
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Instant
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On Bounce
Triggers when a mail bounces.
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Instant
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On Unsubscribe
Triggers when a prospect unsubscribes.
Trigger
Instant
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- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Ref EmailId
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write

New Contact
Triggers when a new contact is created.
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Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
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Instant
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- 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
On Cadence Completed
Triggers when a cadence is completed with no replies received.
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Instant
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On Reply
Triggers when a prospect replies to a cadence.
Trigger
Instant
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On Start Cadence
Triggers when a cadence is started in Klenty.
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Instant
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On Open
Triggers when a mail is opened by the prospect.
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Title
- Department
- Company Domain
- Twitter Handle
- Location
- City
- Country
- Account
- CompanyPhone
- CompanyEmail
- LinkedinURL
- List
- Tags
Action
Write
- Prospect Email
  Required
Action
Write
- Cadence Name
  Required
- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
- Cadence Name
Action
Write
- First Name
- Middle Name
- Last Name
- Email
  Required
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write

About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

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Related categories

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Add new Wealthbox CRM contacts to Klenty as prospects

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Add new Wealthbox CRM contacts to Klenty as prospects