Wealthbox CRM


Wealthbox CRM is a platform for financial advisors to keep in touch with the leads, clients, and staff. Its set of features includes contact management, task management, account administration, automated workflows, activity streams, tracking, calendar events, file storage, portfolio integrations. Keep track of interaction with your clients via emails and phone calls, engage your leads on social networks, call a client in one click, create custom fields with drag-and-drop to capture the necessary data, find your prospects and get in touch easily by tagging and grouping them. Distribute data access levels for each contact, event and task; view your customers on social networks and discover the updates; assign tasks to your staff and monitor the progress; manage projects; collaborate with your team members for better performance via a real-time stream; set up automated workflow to respond to your clients' actions, manage calendars and schedules; control your pipeline; generate customized reports to get the insights into your business.

Why integrate Wealthbox CRM with SendPulse?

Integrating Wealthbox CRM with SendPulse, you don't have to import the contacts from CRM to email marketing platform manually because Zapier does it. After the integration is set up, every new contact added to Wealthbox CRM will trigger the creation of a subscriber in a SendPulse mailing list of your choice. This way, your mailing list will be updated automatically. Nurture new leads with your recent news, high-quality content, and best offers. Build long-lasting relationships and enrich your target audience.

How do you connect Wealthbox CRM to SendPulse?

Integrating Wealthbox CRM with SendPulse unites these two simple tools to benefit your business. Just follow these steps:

  • Create Wealthbox CRM account
  • Create a new mailing list in your SendPulse account
  • Make Wealthbox CRM to SendPulse zap using Zapier with SendPulse integration
  • Set the kind of interaction you want between these two platforms
  • Set the trigger email you want to send to your contacts

See our Knowledge Base to learn more about Zapier integration.

If you have any questions on how to connect Wealthbox CRM to SendPulse with the help of Zapier, please feel free to contact us.

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