Create Opportunity in Wealthbox CRM for Contact is clicked on specific link in Klick-Tipp
Klick-Tipp + Wealthbox CRM Integration
Klick-Tipp + Wealthbox CRM Integration
Connect Klick-Tipp to Wealthbox CRM in 1 click
Integrate Klick-Tipp + Wealthbox CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.
Popular Klick-Tipp + Wealthbox CRM Workflows
Create Klick-Tipp contact for new Wealthbox CRM contact
If you're using Wealthbox CRM to manage your sales leads, it's important to also use Klick-Tipp 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 Klick-Tipp.
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 Klick-Tipp.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Klick-Tipp contact from new Wealthbox CRM contact
Wealthbox CRM + Klick-Tipp Integration
When Contact is created in Wealthbox CRM > Check condition > Create contact in Klick-Tipp
Wealthbox CRM + Klick-Tipp Integration
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Klick-Tipp is a simple and effective email marketing tool that can help you boost your business. Whether you are looking to grow your subscriber list, increase engagement or drive sales, we have all the tools and resources you need.
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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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