Wealthbox CRM + Lemlist Integration

Connect Wealthbox CRM to Lemlist in 1 click

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Wealthbox CRM + Lemlist Integration

Create Lemlist recipient for new Wealthbox CRM contact

If you're using Wealthbox CRM to manage your sales leads, it's important to also use Lemlist 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 recipient will automatically be created in Lemlist.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Wealthbox CRM + Lemlist Integration
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
  • Lemlist
    Email is opened in Lemlist Instant
  • Lemlist
    Email is clicked in Lemlist Instant
  • Lemlist
    Email is replied in Lemlist Instant
  • Lemlist
    Email is sent in Lemlist Instant
  • Lemlist
    Email is interested in Lemlist Instant
  • Lemlist
    Email is unsubscribed in Lemlist Instant
  • Lemlist
    Email is bounced in Lemlist Instant
  • Lemlist
    Email is failed to send in Lemlist Instant
  • Lemlist
    Recipient has unsubscribed in Lemlist
  • Lemlist
    Campaign is created in Lemlist
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
  • Lemlist
    Add buddy-to-be to Campaign in Lemlist
  • Lemlist
    Remove buddy-to-be from campaign in Lemlist
  • Lemlist
    Remove buddies-to-be from unsubscribed list in Lemlist
  • Lemlist
    Add recipient to unsubscribe list in Lemlist
  • Lemlist
    Search lead in Lemlist
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