MailerSend + Wealthbox CRM
Send template-based emails in MailerSend for new Wealthbox CRM contacts
Effortlessly maintain your client communication with this streamlined workflow. When a new contact is added to Wealthbox CRM, this automation will send them a template-based email using MailerSend. Improve your outreach efficiency, keep new leads engaged, and save time on manual email tasks with this handy integration.
Effortlessly maintain your client communication with this streamlined workflow. When a new contact is added to Wealthbox CRM, this automation will send them a template-based email using MailerSend. Improve your outreach efficiency, keep new leads engaged, and save time on manual email tasks with this handy integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send a Template-Based Email
Send an email based on a template via your MailerSend account.
- Free forever for core features
- 14 day trial for premium features & apps
About MailerSend
MailerSend is a powerful transactional email system built for developers but designed so non-tech teams can contribute without coding.
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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.
