Viral Loops + Wealthbox CRM
Add new Wealthbox CRM contacts as participants in Viral Loops campaigns
Effortlessly grow your referral program by connecting Wealthbox CRM and Viral Loops. With this automation, every time a new contact is added in Wealthbox CRM, they'll be enrolled as a participant in your Viral Loops campaign. Save time and resources while ensuring your marketing efforts reach a broader audience.
Effortlessly grow your referral program by connecting Wealthbox CRM and Viral Loops. With this automation, every time a new contact is added in Wealthbox CRM, they'll be enrolled as a participant in your Viral Loops campaign. Save time and resources while ensuring your marketing efforts reach a broader audience.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Participant
Adds a participant to your campaign
- Free forever for core features
- 14 day trial for premium features & apps
About Viral Loops
Viral Loops is a referral marketing platform for busy marketers and founders.
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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.