Create Opportunity in Wealthbox CRM for Link is clicked in Klenty
Klenty + Wealthbox CRM Integration
Wealthbox CRM + Klenty Integration
Connect Wealthbox CRM to Klenty in 1 click
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Popular Wealthbox CRM + Klenty Workflows
Create Klenty contact for new Wealthbox CRM contact
If you're using Wealthbox CRM to manage your sales leads, it's important to also use Klenty 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 Klenty.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut 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 Klenty.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Klenty contact from new Wealthbox CRM contact
Wealthbox CRM + Klenty Integration
Unsubscribe prospect in Klenty for Opportunity is created in Wealthbox CRM
Wealthbox CRM + Klenty Integration
When Contact is created in Wealthbox CRM > Check condition > Create prospect in Klenty
Wealthbox CRM + Klenty Integration
When Prospect is unsubscribed in Klenty > Check any condition > Create Opportunity in Wealthbox CRM
Klenty + Wealthbox CRM Integration
When Prospect is unsubscribed in Klenty > Check any condition > Update Opportunity in Wealthbox CRM
Klenty + Wealthbox CRM Integration
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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!
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Klenty is an AI-powered sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale. It gives you more time for sales calls, networking, closing deals and your actual work.
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