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OHWO + Wealthbox CRM

Add new Wealthbox CRM contacts as OHWO subscribers

Effortlessly grow your email list with this seamless workflow between Wealthbox CRM and OHWO. When you add a new contact in Wealthbox CRM, the integration will create a subscriber in the OHWO app. Maintain an organized subscriber database and improve your marketing efforts without manual data entry.

Effortlessly grow your email list with this seamless workflow between Wealthbox CRM and OHWO. When you add a new contact in Wealthbox CRM, the integration will create a subscriber in the OHWO app. Maintain an organized subscriber database and improve your marketing efforts without manual data entry.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    OHWOOHWO
    Create Subscriber

    Add subcriber to Zapier

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
ohwo logo

About OHWO

OHWO is an email service provider exclusively designed for ecommerce based businesses.

Related categories

  • Email
wealthbox logo

About Wealthbox CRM

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

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier