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Wealthbox CRM logoWealthbox CRM logo
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Wealthbox CRM logoWealthbox CRM logo

PenPals + Wealthbox CRM

PenPals + Wealthbox CRM

PenPals + Wealthbox CRM integrations

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.

  1. When this happens...
    New Contact
    New Contact
    New Contact
    TriggerPolling
  2. automatically do this!
    Send Handwritten Card
    Send Handwritten Card
    Send Handwritten CardSends a handwritten card. Note: requires active payment method in your PenPals account.
    ActionWrite
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More things you can do with Wealthbox CRM and PenPals

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

    • Card
      Required
    • Message
      Required
    • Signature or Sign Off
    • Recipient First Name
      Required
    • Recipient Last Name
    • Recipient Business Name
    • Recipient Address Line 1
      Required
    • Recipient Address Line 2
    • Recipient City
      Required
    • Recipient State
    • Recipient Zip Code
      Required
    • Sender First Name
      Required
    • Sender Last Name
    • Sender Business Name
    • Sender Address Line 1
      Required
    • Sender Address Line 2
    • Sender City
      Required
    • Sender State
    • Sender Zip Code
      Required
    • Handwriting Style
    • Ink Color
    Action
    Write
    • Card
      Required
    • Message
      Required
    • Signature or Sign Off
    • Send Date
      Required
    • Recipient First Name
      Required
    • Recipient Last Name
    • Recipient Business Name
    • Recipient Address Line 1
      Required
    • Recipient Address Line 2
    • Recipient City
      Required
    • Recipient State
    • Recipient Zip Code
      Required
    • Sender First Name
      Required
    • Sender Last Name
    • Sender Business Name
    • Sender Address Line 1
      Required
    • Sender Address Line 2
    • Sender City
      Required
    • Sender State
    • Sender Zip Code
      Required
    • Payment Method
      Required
    • Handwriting Style
    • Ink Color
    Action
    Write
    • First Name
      Required
    • Last Name
    • Business
    • Address Line 1
      Required
    • Address Line 2
    • City
      Required
    • State
    • Zip Code
      Required
    Action
    Write
    • Card
      Required
    • Message
      Required
    • Sign Off
    • Recipient First Name
      Required
    • Recipient Last Name
    • Recipient Business Name
    • Recipient Address Line 1
      Required
    • Recipient Address Line 2
    • Recipient City
      Required
    • Recipient State
    • Recipient Zip Code
      Required
    • Sender First Name
      Required
    • Sender Last Name
    • Sender Business Name
    • Sender Address Line 1
      Required
    • Sender Address Line 2
    • Sender City
      Required
    • Sender State
    • Sender Zip Code
      Required
    • Payment Method
      Required
    • Handwriting Style
    • Ink Color
    Action
    Write
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.
HelpHelp
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 moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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