Wealthbox CRM + Smaily Integration

Connect Wealthbox CRM to Smaily in 1 click

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

Popular Wealthbox CRM + Smaily Workflows

Create Smaily contact for new Wealthbox CRM contact

If you're using Wealthbox CRM to manage your sales leads, it's important to also use Smaily 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 Smaily.

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

Activate

When Contact is created in Wealthbox CRM > Check condition > Create or Update Subscriber in Smaily

Wealthbox CRM + Smaily Integration

Activate

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Create Your Own Wealthbox CRM & Smaily 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

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
Create or update subscriber in Smaily
Search subscriber in Smaily
Trigger automation workflow in Smaily
Create and launch campaign in Smaily
Send message in Smaily

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Integrate Wealthbox CRM & Smaily In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Smaily 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

Create, design and send beautiful email newsletters in minutes! Smaily allows you to create stunning newsletters without any technical skills or design knowledge. It's the easiest way to send beautiful emails that get noticed!

See Smaily Integrations