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.
- New CommentTriggers when a new comment is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New EventTriggers when a new event is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Task CompleteTriggers when a Task has been completed. Non-repeating tasks only.Trigger
- New TaskTriggers when a new task is created.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
- 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
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