Wealthbox CRM + Curated Integration

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Curated + Wealthbox CRM Integration

Create Wealthbox CRM opportunity for new Curated contact

This automation makes it easy to create new opportunitys in Wealthbox CRM when a new contact is created in Curated. Just connect your accounts, and every time a new contact is created in Curated, a new opportunity will automatically be created in Wealthbox CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Curated + Wealthbox CRM Integration

Create Wealthbox CRM task for new Curated contact

Wealthbox CRM and Curated are two powerful cloud-based tools that can be used to improve business productivity. Using this Wealthbox CRM - Curated integration, you can automatically create task in Wealthbox CRM whenever a new contact is created in Curated.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Curated + Wealthbox CRM Integration

Create Wealthbox CRM contact for new Curated contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Wealthbox CRM contact and Curated contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Wealthbox CRM + Curated Integration

Create Curated contact for new Wealthbox CRM contact

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

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 + Curated 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
  • Curated
    Subscriber is added in Curated Instant
  • Curated
    Subscriber is unsubscribed in Curated Instant
  • Curated
    Issue is published in Curated Instant
  • Curated
    Link is collected in Curated 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
  • Curated
    Subscribe an email in Curated
  • Curated
    Unsubscribe an email in Curated
  • Curated
    Collect a link in Curated
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