Engage by Cell - Digital Wallet + Wealthbox CRM

Create passes in Engage by Cell Pass for new Wealthbox CRM contacts

Effortlessly generate and manage passes for your new contacts in Wealthbox CRM by automating the process with this convenient workflow. As soon as you add a new contact in Wealthbox CRM, it instantly triggers the Generate Pass action in the Engage by Cell Pass app, ensuring timely and seamless engagement with your contacts. Stay organized and on top of your client outreach with this efficient automation.

Effortlessly generate and manage passes for your new contacts in Wealthbox CRM by automating the process with this convenient workflow. As soon as you add a new contact in Wealthbox CRM, it instantly triggers the Generate Pass action in the Engage by Cell Pass app, ensuring timely and seamless engagement with your contacts. Stay organized and on top of your client outreach with this efficient automation.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Engage by Cell - Digital WalletEngage by Cell - Digital Wallet
    Generate Pass

    Generate a Pass

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
engage-by-cell-digital-wallet logo
engage-by-cell-digital-wallet logo

About Engage by Cell - Digital Wallet

Engage by Cell - Digital Wallet is an application for creating and managing digital wallets.

Related categories

  • Marketing
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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.
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Related categories

  • CRM (Customer Relationship Management)

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