TinyEmail + Wealthbox CRM
Add new Wealthbox CRM contacts as TinyEmail subscribers
Streamline your contact management process with this template that automatically adds new Wealthbox CRM contacts to your TinyEmail list. Existing subscribers will also be updated in real-time, ensuring that your contact information is always up-to-date and accurate.
Streamline your contact management process with this template that automatically adds new Wealthbox CRM contacts to your TinyEmail list. Existing subscribers will also be updated in real-time, ensuring that your contact information is always up-to-date and accurate.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Import OR Update Subscriber
This action imports the subscriber to TinyEmail™ user's account into a specified Audience list. If the audience is not present it will create it automatically.
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About TinyEmail
Easily connect your brand, send interactive personalized emails, automate your messaging and drive more sales. TinyEmail lets you spend time delivering the perfect message by automating everything else.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.