Customer.io + Wealthbox CRM Integration

Connect Customer.io to Wealthbox CRM in 1 click

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

Popular Customer.io + Wealthbox CRM Workflows

Create Customer.io person for new Wealthbox CRM contact

If you're using Wealthbox CRM to manage your sales leads, it's important to also use Customer.io 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 person will automatically be created in Customer.io.

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 or Update Person in Customer.io

Wealthbox CRM + Customer.io Integration

Activate

1of1

Create Your Own Customer.io & Wealthbox CRM 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

Add person to segment in Customer.io
Create or Update Person in Customer.io
Create event in Customer.io
Create anonymous event in Customer.io
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

See Pricing

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

You Can Also Connect Customer.io or Wealthbox CRM With 1200+ Other Apps

Customer.io is a platform that helps you communicate with your customers in real-time - across multiple channels (website, mobile app and email) by analyzing user activity and behavior data.

See Customer.io Integrations

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