Quickpage + Wealthbox CRM

Create and send Quickpages for new Wealthbox CRM contacts

Easily stay connected with your new contacts in Wealthbox CRM by sending them a Quickpage right away. With this automation, every time you add a new contact in Wealthbox CRM, a personalized Quickpage will be sent to them, keeping the conversation going and making an impression. Save time and make a lasting impact with this efficient workflow.

Easily stay connected with your new contacts in Wealthbox CRM by sending them a Quickpage right away. With this automation, every time you add a new contact in Wealthbox CRM, a personalized Quickpage will be sent to them, keeping the conversation going and making an impression. Save time and make a lasting impact with this efficient workflow.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    QuickpageQuickpage
    Send Quickpage

    Sends a Quickpage. If contact details don't exist inside your Quickpage account a new contact will be created with the details.

    ActionWrite
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Supported triggers and actions

quickpage logo
quickpage logo

About Quickpage

Quickpage is a video follow-up tool that's increasing engagement by 200%. The quickest most effective closing tool used by sales reps and their clients.

Related categories

  • CRM (Customer Relationship Management)

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wealthbox logo
wealthbox logo

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 integrationsZapier Interfaces integrations

Zapier Interfaces

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