Mailgun + Wealthbox CRM

Mailgun + Wealthbox CRM integrations

Create emails in Mailgun for new contacts in Wealthbox CRM

Keep your email communication seamless and efficient with this automation that connects Wealthbox CRM and Mailgun. When a new contact is added to Wealthbox CRM, a personalized email will be sent to them through Mailgun, saving you time and effort while ensuring a prompt and professional response. Stay connected with your contacts and make a great first impression with this effortless workflow.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send EmailSends an email using your Mailgun account.
ActionWrite

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More things you can do with Wealthbox CRM and Mailgun

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

New Comment
Triggers when a new comment is created.
Trigger
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.
Trigger
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
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
- Alert Event Types
Trigger
Instant
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New Complaint Event
Triggers when a recipient reports an email as spam in Mailgun.
Trigger
Instant
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New Failed Delivery Event
Triggers when an email fails to deliver in Mailgun.
Trigger
Instant
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New Open/Click Event
Triggers when a recipient opens an email or clicks a tracked link in Mailgun.
Trigger
Instant
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New List
Triggers when a new mailing list is added to your account.
Trigger
Polling
Try It
- From Email Address
  Required
- To Email Address
  Required
- CC Email Address
- BCC Email Address
- Reply-To Email Address
- Email Subject
  Required
- Email Body (HTML)
- Email Body (Text)
- Attachment
- Tags
Action
Write
- List
  Required
- Address
  Required
- Update
  Required
- Member Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
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.
Trigger
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
Action
Search
New Log Data
Triggers when new log entries are found in Mailgun. Because this trigger uses polling, multiple log entries may be returned at once during each polling interval.
Trigger
Polling
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New Bounce Event
Triggers when an email permanently or temporarily fails in Mailgun.
Trigger
Instant
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New Delivery Event
Triggers when an email is successfully delivered in Mailgun.
Trigger
Instant
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- Route Expression (Advanced)
- Route Identifier
- Route Priority
Trigger
Instant
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New Unsubscribe Event
Triggers when a recipient unsubscribes in Mailgun.
Trigger
Instant
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- Job List Name
  Required
- CSV File
  Required
Action
Write
- Job ID
  Required
Action
Write
- Email Address
  Required
Action
Write

About Mailgun

Mailgun is a tool with powerful APIs that allow you to send, receive, track and store email effortlessly. Except, with Zapier you don't have to write any code!

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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.

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CRM (Customer Relationship Management)

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