QuickMail + Wealthbox CRM

Create or update QuickMail.io prospects when new Wealthbox CRM contacts are added

Effortlessly manage your growing contacts list with this powerful CRM and email marketing automation. When a new contact is added to Wealthbox CRM, this workflow will ensure that the contact information is simultaneously updated or created as a prospect in QuickMail.io. Streamline your lead nurturing process, save time, and focus on building meaningful relationships with your prospects.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Prospect
Creates or Update a Prospect.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
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
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Bounce
Triggers when an email comes back as a bounce.
Trigger
Instant
Try It
New Click
Triggers when a prospect clicks on a link.
Trigger
Instant
Try It
New Open
Triggers when a prospect opens an email.
Trigger
Instant
Try It
New Reply
Triggers when a prospect replies to you.
Trigger
Instant
Try It
Update Tag
Triggers when a prospect tag is set or unset.
Trigger
Instant
Try It
New Unsubscribe
Triggers when a prospect clicks on an unsubscribe link.
Trigger
Instant
Try It
- Ignore this Zap if prospect already exists?
- Perform an action?
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
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
New Checkpoint Reached
Triggers when a prospect reached a checkpoint in the journey.
Trigger
Instant
Try It
New Journey Completed
Triggers when a prospect has no more steps to execute in the journey.
Trigger
Instant
Try It
New Opportunity Status
Triggers when an opportunity status is updated.
Trigger
Instant
Try It
New Journey Sentiment
Triggers when a journey sentiment is set (either through labels or manually setting a reply in your TODOs).
Trigger
Instant
Try It
New Task
Triggers when a task is created.
Trigger
Instant
Try It
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write

About QuickMail

Grow your business fast with personalized cold emails at scale.

Learn more

Related categories

Drip Emails

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)

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QuickMail + Wealthbox CRM

Create or update QuickMail.io prospects when new Wealthbox CRM contacts are added

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Bounce

New Click

New Open

New Reply

Update Tag

New Unsubscribe

Create or Update Prospect

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New Checkpoint Reached

New Journey Completed

New Opportunity Status

New Journey Sentiment

New Task

Cancel Journey

Unsubscribe Prospect

About QuickMail

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Forms