Wealthbox CRM + Maileon Integration

Connect Wealthbox CRM to Maileon in 1 click

Integrate Wealthbox CRM + Maileon For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Wealthbox CRM + Maileon Workflows

When Contact is unsubscribed in Maileon > Check any condition > Create Opportunity in Wealthbox CRM

Maileon + Wealthbox CRM Integration

Activate

When Contact is unsubscribed in Maileon > Check any condition > Update Opportunity in Wealthbox CRM

Maileon + Wealthbox CRM Integration

Activate

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Create Your Own Wealthbox CRM & Maileon Integration Without Any Code

Create Custom Workflow

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM
Double opt-in email is confirmed in Maileon Instant
Contact is unsubscribed in Maileon Instant
Email is bounced in Maileon Instant

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Update contact preference in Maileon
Search contact in Maileon
Send transaction in Maileon
Create contact in Maileon
Unsubscribe contact by email in Maileon

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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Integrate Wealthbox CRM & Maileon In 1 Click
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You Can Also Connect Wealthbox CRM or Maileon With 1200+ Other Apps

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 Integrations

Maileon is an email marketing and automation solution that helps send targeted email campaigns and develop custom marketing automations. It provides features such as personalized sending times, a recommendation engine, SMS automation, and much more.

See Maileon Integrations