SendPulse + Wealthbox CRM Integrations
How to connect SendPulse + Wealthbox CRM
Zapier lets you send info between SendPulse and Wealthbox CRM automatically—no code required.
Popular SendPulse + Wealthbox CRM workflows
- Add new Wealthbox CRM contacts to a SendPulse list
Add new Wealthbox CRM contacts to a SendPulse list
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New SubscriberTriggers when a new subscriber is created.Trigger- New UnsubscriberTriggers when a current subscriber unsubscribes from a list.Trigger
- Updated SubscriberTriggers when subscriber is updated.Trigger
- Add SubscriberAdd a new subscriber to a list.Action
- Unsubscribe UserUnsubscribe an email address from a list.Action
- Update SubscriberUpdates a subscriber on a list.Action
New CommentTriggers when a new comment is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- Wealthbox CRM
Triggers when a new event is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new note is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
- Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
- Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
- Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
- Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
- Wealthbox CRM
Creates a new contact.
Scheduled
Action
- Wealthbox CRM
Creates a new event.
Scheduled
Action
- Wealthbox CRM
Creates a new note.
Scheduled
Action
- Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
- Wealthbox CRM
Creates a new project.
Scheduled
Action
- Wealthbox CRM
Creates a new task.
Scheduled
Action
- Wealthbox CRM
Creates a new household.
Scheduled
Action
- Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
- Wealthbox CRM
Find a contact.
Scheduled
Action
- Wealthbox CRM
Find or Create a Contact
Scheduled
Action
How SendPulse + Wealthbox CRM Integrations Work
- Step 1: Authenticate SendPulse and Wealthbox CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About SendPulse
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