Skipio + Wealthbox CRM
Add new Wealthbox CRM contacts to Skipio drip campaigns
Seamlessly integrate Wealthbox CRM with Skipio by creating an efficient workflow. When a new contact is added to Wealthbox CRM, this automation will promptly enroll them in a Drip Campaign in Skipio. Stay organized and effortlessly engage your prospects without any manual effort, streamlining your marketing and sales processes.
Seamlessly integrate Wealthbox CRM with Skipio by creating an efficient workflow. When a new contact is added to Wealthbox CRM, this automation will promptly enroll them in a Drip Campaign in Skipio. Stay organized and effortlessly engage your prospects without any manual effort, streamlining your marketing and sales processes.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to Drip Campaign
Adds contact to a drip campaign.
- Free forever for core features
- 14 day trial for premium features & apps
About Skipio
Skipio is a conversational business texting platform that helps you automate sales and customer communication.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
