Wealthbox CRM + Emailidea Integration

Connect Wealthbox CRM to Emailidea in 1 click

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

Popular Wealthbox CRM + Emailidea Workflows

Create Emailidea contact for new Wealthbox CRM contact

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

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

Activate

1of1

Create Your Own Wealthbox CRM & Emailidea 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
New email activity is captured in Emailidea Instant
Sender address is created in Emailidea

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
Send email in Emailidea
Add contact in Emailidea
Delete contact in Emailidea

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Emailidea 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!

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Emailidea 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

Emailidea helps you craft personalized email campaigns that resonate with your audience, boosting engagement and conversions. Elevate your email marketing strategy with Emailidea's intuitive platform.

See Emailidea Integrations