Wealthbox CRM + Beehiiv Integration

Connect Wealthbox CRM to Beehiiv in 1 click

Integrate Wealthbox CRM + Beehiiv For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Wealthbox CRM + Beehiiv Workflows

Create Beehiiv subscriber for new Wealthbox CRM contact

If you're using Wealthbox CRM to manage your sales leads, it's important to also use Beehiiv to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Wealthbox CRM, a corresponding subscriber will automatically be created in Beehiiv.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

When Contact is created in Wealthbox CRM > Check condition > Create subscriber in Beehiiv

Wealthbox CRM + Beehiiv Integration

Activate

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Create Your Own Wealthbox CRM & Beehiiv Integration Without Any Code

Create Custom Workflow

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM
Survey form is submitted in Beehiiv Instant
Post is sent in Beehiiv Instant
Subscriber is created in Beehiiv Instant
Subscription is confirmed in Beehiiv Instant
Subscriber is unsubscribed in Beehiiv Instant

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Update custom fields in Beehiiv
Search subscriber in Beehiiv
Unsubscribe subscriber in Beehiiv
Add subscriber to automation in Beehiiv
Create subscriber in Beehiiv

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Integrate Wealthbox CRM & Beehiiv In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Beehiiv With 1200+ Other Apps

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 Integrations

From a single landing page to an advanced list-building and referral program, beehiiv is redefining the newsletter for growth. Optimize your reader engagement, conversion, and lifetime value with our world-class platform

See Beehiiv Integrations