mailXpert + Wealthbox CRM
Add new Wealthbox CRM contacts to mailXpert for seamless contact management
Effortlessly maintain your contact lists with this seamless workflow between Wealthbox CRM and mailXpert. When a new contact is added to Wealthbox CRM, the contact information is instantly transferred and updated in mailXpert. Stay organized and ensure your contact lists are always up-to-date with this time-saving automation that takes care of the manual work for you.
Effortlessly maintain your contact lists with this seamless workflow between Wealthbox CRM and mailXpert. When a new contact is added to Wealthbox CRM, the contact information is instantly transferred and updated in mailXpert. Stay organized and ensure your contact lists are always up-to-date with this time-saving automation that takes care of the manual work for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create (And Subscribe)/Update a Contact
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
- Free forever for core features
- 14 day trial for premium features & apps
