SendPulse + Wealthbox CRM

Add new Wealthbox CRM contacts to a SendPulse list

Stop importing your contacts from CRM to email marketing platform manually! With this integration, whenever a new contact is added on Wealthbox CRM, Zapier adds them as a new subscriber to SendPulse.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Subscriber
Add a new subscriber to a list.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
New Contact
Triggers when a new contact is created.
Trigger
Instant
New Event
Triggers when a new event is created.
Trigger
Instant
New Note
Triggers when a new note is created.
Trigger
Instant
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant

New Project
Triggers when a new project is created.
Trigger
Instant
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant

New Task
Triggers when a new task is created.
Trigger
Instant

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
Finds or creates a specific find contact.
Scheduled
Action
SendPulse
Triggers when a new subscriber is created.
Instant
Trigger
SendPulse
Triggers when a current subscriber unsubscribes from a list.
Instant
Trigger
SendPulse
Triggers when subscriber is updated.
Instant
Trigger
SendPulse
Add a new subscriber to a list.
Scheduled
Action
SendPulse
Unsubscribe an email address from a list.
Scheduled
Action
SendPulse
Updates a subscriber on a list.
Scheduled
Action