• SendPulse logoSendPulse logo
  • Wealthbox CRM logoWealthbox CRM logo

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.

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.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SendPulseSendPulse
    Add Subscriber

    Add a new subscriber to a list.

    ActionWrite
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.

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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.
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