ConvertKit + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between ConvertKit and Wealthbox CRM

About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ConvertKit and Wealthbox CRM Integrations

  • ConvertKit MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    ConvertKit New Contact
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • ConvertKit Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks
    When this happens...
    ConvertKit New Task
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • ConvertKit Evernote

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    ConvertKit {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect ConvertKit + Wealthbox CRM in easier way

It's easy to connect ConvertKit + Wealthbox CRM without coding knowledge. Start creating your own business flow.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How ConvertKit & Wealthbox CRM Integrations Work

  1. Step 1: Choose ConvertKit as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate ConvertKit with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ConvertKit and Wealthbox CRM

  • ConvertKit
  • ConvertKit is an email-marketing service that helps bloggers and business owners make money through their email list. Their email provider allows you to send emails to your subscribers and track the delivery and your open and click rates. You can also use it for autoresponders, split testing, and more. They also have a form builder similar to Infusionsoft and Infusionsoft is the best top on the market for this type of service.


    With Widgets you can add your blog posts as widgets to your site. It’s a great way to get traffic from your email list. You can also create landing pages that link to blog posts or offer sales. This is a great way to increase sales and sales conversion rates.

    Lead Capture

    ConvertKit has a lead capture feature that can be used on opt-in forms. It allows you to cplect leads on any page of your website and send them directly to your email list. You can also use the lead capture feature with your email newsletter. This will allow people to subscribe to your list using a simple form field in the middle of an article or blog post.

    ConvertKit also has a feature called Content Upgrades where you can offer bonuses for signing up for an email list. These are things like PDF Ebooks, videos, or free subscriptions to your newsletter. This gives people more incentive to sign up for your list.

    Targeted Email Campaigns

    You can use the Advanced Email Targeting feature to send campaigns to individual subscribers based on their activity within your newsletter. For example, you could send an eBook to someone who opens your emails regularly but not to someone who rarely opens them. The Advanced Email Targeting feature allows you to segment out different types of subscribers so you can send different offers to them. It’s a great way to create targeted email campaigns.

    Split Testing

    You can use Split Testing to test different subject lines, content, or offer images without having to create multiple versions of the same campaign. This is very useful for testing out different variations of your message to see which one works best. Split Testing is great for making sure that you are sending the best possible email marketing messages. It’s also good because it doesn’t waste time sending multiple versions of the same message to people who don’t want them.

    Automation Rules

    Automation Rules are like the triggers of Salesforce or Infusionsoft. You can set up rules manually or automatically based on events like when someone subscribes to your list, opens an email, clicks on your link, etc. With these rules, you can set up automated tasks like sending out welcome emails or thank you emails after someone joins your mailing list or sends a purchase confirmation after they buy something. You can even use automation rules to send triggered email campaigns based on specific actions taken by your subscribers.

  • Wealthbox CRM
  • Wealthbox CRM is a desktop app created by Matt Smith to help small business owners manage their contacts and prospects. It’s the perfect top for small business owners who need an easier way to manage their contacts and prospects. There are many similar tops on the market like Infusionsoft, but Wealthbox CRM offers everything that other tops do at a much lower price than its competitors. Matt Smith created this software because he wanted something that was better than what was already available, so he made his own software that was better than what was already out there at an affordable price point.

    Wealthbox CRM does everything you need it to do without having too many features. Matt Smith created this software based on his own personal experience of what he really needed in a CRM system and what he didn’t need in one. Instead of trying to be all things to all people, he chose to focus on creating the best product possible rather than trying to appeal to everyone out there in the market. This allowed him to create a simpler, more streamlined product that does exactly what it needs to do without adding unnecessary features that would raise the price point of his product unnecessarily high.

    Integration With ConvertKit

    Wealthbox CRM has an integration with ConvertKit so you can share contacts easily between both services by exporting your data from one program and importing it into the other program quickly and easily. When using both services together you can get more done in less time because you don’t have to keep switching between programs just to get things done efficiently which saves you time and prevents errors from occurring while switching between programs constantly. Both programs work perfectly together so you get all of the benefits that you would want in each program without any of the negative aspects of each service that might not be right for you or your business model.

    Advantages Of Using Wealthbox CRM And ConvertKit Together

    There are many advantages of using both Wealthbox CRM and ConvertKit together in order to increase productivity when running your business online. Let’s explore some of them here:

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