Popular Wealthbox CRM + Maileon Workflows
When Contact is unsubscribed in Maileon > Check any condition > Update Opportunity in Wealthbox CRM
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsMaileon is an email marketing and automation solution that helps send targeted email campaigns and develop custom marketing automations. It provides features such as personalized sending times, a recommendation engine, SMS automation, and much more.
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