Wealthbox CRM + MailBluster Integration

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MailBluster + Wealthbox CRM Integration

Create Wealthbox CRM contact from new MailBluster order

As an online store owner, you're likely using MailBluster to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate MailBluster with Wealthbox CRM? This integration will allow you to automatically create a contact for each new order in Wealthbox CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Wealthbox CRM + MailBluster Integration

Create MailBluster lead for new Wealthbox CRM contact

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

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 + MailBluster 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
  • MailBluster
    Product is created in MailBluster
  • MailBluster
    Order is created in MailBluster
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
  • MailBluster
    Create lead in MailBluster
  • MailBluster
    Update lead in MailBluster
  • MailBluster
    Delete lead in MailBluster
  • MailBluster
    Search lead by email in MailBluster
  • MailBluster
    Create order in MailBluster
  • MailBluster
    Delete order in MailBluster
  • MailBluster
    Get order by ID in MailBluster
  • MailBluster
    Update order in MailBluster
  • MailBluster
    Create product in MailBluster
  • MailBluster
    Update product in MailBluster
  • MailBluster
    Delete product in MailBluster
  • MailBluster
    Get product by ID in MailBluster
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