Popular Wealthbox CRM + Flodesk Workflows
When Subscriber is unsubscribed in Flodesk > Check any condition > Create Opportunity in Wealthbox CRM
When Subscriber is unsubscribed in Flodesk > Check any condition > Update Opportunity in Wealthbox CRM
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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 IntegrationsFlodesk is an email marketing and e-commerce tool that helps design responsive emails, create conversion-focused checkout pages, and automate workflows. You can quickly grow your audience, monetize your content, and streamline your operations.
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