PostGrid Print and Mail + Wealthbox CRM Integration

If you're using Wealthbox CRM to manage your sales leads, it's important to also use PostGrid Print and Mail 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 PostGrid Print and Mail.

This will keep all of your lead data in one place, making it easier to send out marketing emails.