PenPals + Wealthbox CRM

Send PenPals handwritten cards to new Wealthbox CRM contacts

Don't miss the opportunity to create meaningful first impressions that stand out in a crowded market. This Zap automatically sends personalized handwritten thank you cards via PenPals whenever a new contact is added to your Wealthbox CRM. Build stronger client relationships from day one, without the writer's cramp.

Don't miss the opportunity to create meaningful first impressions that stand out in a crowded market. This Zap automatically sends personalized handwritten thank you cards via PenPals whenever a new contact is added to your Wealthbox CRM. Build stronger client relationships from day one, without the writer's cramp.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    PenPalsPenPals
    Send Handwritten Card

    Sends a handwritten card. Note: requires active payment method in your PenPals account.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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
penpals logo
penpals logo

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

Related categories

  • Customer Appreciation
wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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