Popular Wealthbox CRM + Klick-Tipp Workflows
Create Klick-Tipp contact for new Wealthbox CRM contact
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.
Update Klick-Tipp contact from new Wealthbox CRM contact
When Contact is created in Wealthbox CRM > Check condition > Create contact in Klick-Tipp
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Create Your Own Wealthbox CRM & Klick-Tipp Integration In Clicks
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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 IntegrationsKlick-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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