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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
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
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.
Learn moreHelp

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.

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