Sendmsg (שלח מסר) + Wealthbox CRM

Add new Wealthbox CRM contacts to Sendmsg (שלח מסר) mailing list as subscribers

Effortlessly keep your mailing list up-to-date with this handy automation. When a new contact is added to your Wealthbox CRM app, they will be instantly subscribed to your mailing list in the Sendmsg (שלח מסר) app. This workflow streamlines the process, ensuring a smooth integration between your CRM and email marketing.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Subscriber to Mailing List
Add a subscriber to any of your mailing list in Sendmsg's account.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment 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 Subscriber Registered by Sign-Up Form
Triggers when a new subscriber is signing up via Sendmsg form.
Trigger
Polling
Try It
Unsubscribe
Triggers when a subscriber is unsubscribing himself from Sendmsg.
Trigger
Polling
Try It
Add Subscriber to Mailing List
Add a subscriber to any of your mailing list in Sendmsg's account.
Action
Write
Update Subscriber's Details
Update details of existing subscriber in your Sendmsg's account.
Action
Write

New Contact
Triggers when a new contact is created.
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
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- Choose a Mailing ListRequired
Trigger
Polling
Try It
Subscriber Registered by Sign-Up Form
Triggers when a subscriber is signing up via Sendmsg form.
Trigger
Polling
Try It
Add New Subscriber
Add new subscriber to you Sendmsg's account.
Action
Write
Remove Subscriber From Mailing List
Remove subscriber from one of your sendmsg's mailing list. this action will not remove the subscriber from the account, just from the mailing list.
Action
Write

About Sendmsg (שלח מסר)

Sendmsg is an all-in-one marketing platform for newsletters providing email automation, landing pages, SMS, digital courses and more.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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

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

Sendmsg (שלח מסר) + Wealthbox CRM

Add new Wealthbox CRM contacts to Sendmsg (שלח מסר) mailing list as subscribers

Supported triggers and actions

New Comment

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 Subscriber Registered by Sign-Up Form

Unsubscribe

Add Subscriber to Mailing List

Update Subscriber's Details

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Subscriber Joined a Mailing List

Subscriber Registered by Sign-Up Form

Add New Subscriber

Remove Subscriber From Mailing List

About Sendmsg (שלח מסר)

Related categories

Similar apps

Zapier Interfaces

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces