Wealthbox CRM + eSputnik Integration

Connect Wealthbox CRM to eSputnik in 1 click

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1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • eSputnik
    Contact is added to segments in eSputnik
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + eSputnik Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Wealthbox CRM + eSputnik Integration

Create eSputnik contact for new Wealthbox CRM contact

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

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

Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate

Top 10 Most Popular eSputnik Automations from
Integrately Community

Most popularmost-popular-automations
01
CompanyHub logo
eSputnik logo
Create eSputnik contact for new CompanyHub record
02
Salesforce logo
eSputnik logo
Create eSputnik contact for new Salesforce record
03
Notion logo
eSputnik logo
Create eSputnik contact for new Notion database item
04
Stackby logo
eSputnik logo
Create eSputnik contact for new Stackby row
05
Smartsheet logo
eSputnik logo
Create eSputnik contact for new Smartsheet row
cloud
eSputnik
app integration
06
Grist logo
eSputnik logo
Create eSputnik contact for new Grist record
07
Zoho Creator logo
eSputnik logo
Create eSputnik contact for new Zoho Creator record
08
EasyCSV logo
eSputnik logo
Create eSputnik contact for new EasyCSV data
09
E-junkie logo
eSputnik logo
Create eSputnik contact for new E-junkie order
10
The Course Creator's Kit logo
eSputnik logo
Create eSputnik contact for new The Course Creator's Kit order
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or eSputnik With 1400+ Other Apps

Wealthbox CRM
Wealthbox CRM
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!
eSputnik
eSputnik
ESputnik is a SaaS solution that turns your data into decisions. We help you to analyze, optimize, and automate your digital marketing campaigns with the most advanced modern technologies.