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SendPulse + Wealthbox CRM Integrations

How to connect SendPulse + Wealthbox CRM

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Supported triggers and actions

What does this mean?

How SendPulse + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate SendPulse and Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
sendpulse logo
sendpulse logo

About SendPulse

SendPulse is an Integrated messaging platform providing user communication on all devices with Emails, SMS, Web Push, SMTP and more.

Related categories

  • Email Newsletters

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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

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