Klenty + Wealthbox CRM

Initiate Klenty cadences for new Wealthbox CRM contacts

Effortlessly keep your customer outreach organized with this efficient workflow. When you add a new contact in Wealthbox CRM, this automation will begin a cadence in Klenty to streamline your engagement process. Stay on top of your sales efforts and ensure timely follow-ups with each new contact, all while saving time and boosting productivity.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Start Cadence
Triggers when a cadence is started in Klenty.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
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Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
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Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Cadence First Reply
Triggers when a cadence receives it's first reply from any prospect.
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Instant
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On Click
Triggers when a link is clicked when an email is sent via klenty.
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Instant
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On Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
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Instant
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On Bounce
Triggers when a mail bounces.
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Instant
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On Unsubscribe
Triggers when a prospect unsubscribes.
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Instant
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- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Ref EmailIdRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
On Cadence Completed
Triggers when a cadence is completed with no replies received.
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Instant
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On Reply
Triggers when a prospect replies to a cadence.
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Instant
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On Start Cadence
Triggers when a cadence is started in Klenty.
Trigger
Instant
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On Open
Triggers when a mail is opened by the prospect.
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Title
- Department
- Company Domain
- Twitter Handle
- Location
- City
- Country
- Account
- CompanyPhone
- CompanyEmail
- LinkedinURL
- List
- Tags
Action
Write
- Prospect EmailRequired
Action
Write
- Cadence NameRequired
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
- Cadence Name
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write

About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

Related categories

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Wealthbox CRM contacts to Klenty as prospects

Related Zap Templates

Add new Wealthbox CRM contacts to Klenty as prospects

Klenty + Wealthbox CRM

Initiate Klenty cadences for new Wealthbox CRM contacts

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Cadence First Reply

On Click

On Send Prospect

On Bounce

On Unsubscribe

Change Status to Do Not Contact

Revert Prospect Status From Do Not Contact

Stop All Mails to Prospect

Unsubscribe Prospect

Update Prospect by Email

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

On Cadence Completed

On Reply

On Start Cadence

On Open

Add Prospect

Resume Cadence

Start Cadence

Stop Cadence

Update Prospect

About Klenty

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates