Wealthbox CRM + Vero Integration

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Wealthbox CRM + Vero Integration

Create Vero contact for new Wealthbox CRM contact

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

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 + Vero 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
  • Vero
    User unsubscribed in Vero Instant
  • Vero
    User is created in Vero Instant
  • Vero
    User resubscribed in Vero Instant
  • Vero
    User is updated in Vero Instant
  • Vero
    Email is sent in Vero Instant
  • Vero
    Email is opened in Vero Instant
  • Vero
    Email is clicked in Vero Instant
  • Vero
    Email is delivered in Vero Instant
  • Vero
    Email is bounced in Vero Instant
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
  • Vero
    Create or Update User in Vero
  • Vero
    Delete user in Vero
  • Vero
    Create alias for user in Vero
  • Vero
    Unsubscribe user in Vero
  • Vero
    Resubscribe user in Vero
  • Vero
    Update user's tag in Vero
  • Vero
    Track an event in Vero
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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!

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Vero helps marketers surface, nurture, and convert the right audiences for their business. It offers a complete suite of tools that gives each team member access to real-time analytics, intelligent messaging capabilities, and smart automation features.

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