Wealthbox CRM + Easymailing Integration

Integrately lets you integrate Wealthbox CRM and Easymailing instantly - without any learning curve.

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Create Your Own Wealthbox CRM & Easymailing 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
Contact is subscribed in Easymailing Instant
Contact is unsubscribed in Easymailing Instant
Member is added to group in Easymailing Instant
Member is removed from group in Easymailing Instant
Campaign is opened in Easymailing Instant
Campaign is clicked in Easymailing Instant
Campaign is bounced in Easymailing Instant
Campaign is reported as spam in Easymailing Instant
Automation is started in Easymailing Instant
Automation is completed in Easymailing Instant
Automation is cancelled in Easymailing 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
Create group in Easymailing
Update group in Easymailing
Delete group in Easymailing
Create / Subscribe member in Easymailing
Update member in Easymailing
Add member to group in Easymailing
Remove member from group in Easymailing
Unsubscribe member in Easymailing
Search member in Easymailing
Delete member in Easymailing
Create campaign in Easymailing
Send campaign in Easymailing
Schedule campaign in Easymailing
Search campaign in Easymailing
Create sender in Easymailing
Delete sender in Easymailing
Add subscriber to automation queue in Easymailing
Create template in Easymailing

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Integrate Wealthbox CRM & Easymailing In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Wealthbox CRM or Easymailing 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

Easymailing simplifies email marketing with intuitive tools for creating, managing, and automating campaigns. Boost engagement and grow your audience effortlessly with Easymailing's user-friendly platform.

See Easymailing Integrations