Mailshake + Wealthbox CRM Integrations

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

About Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

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 Mailshake and Wealthbox CRM Integrations

  • Mailshake MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Mailshake 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
  • Mailshake Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks
    When this happens...
    Mailshake 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
  • Mailshake Evernote

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

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

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

  • New Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

  • 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 Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

  • 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 Mailshake & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Mailshake 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 Mailshake and Wealthbox CRM


Mailshake is a digital marketing software that was launched in 2016. It allows users to schedule emails and track their progress. The software will help the user know how many people read the email, when they read it, if they clicked on any of the links in the email and so much more. This top is great for all business owners because it helps them reach out to their target audience while also determining who their target audience is.

Wealthbox CRM

Wealthbox CRM is a powerful top that allows businesses to build relationships with their customers. The program can be used to keep track of all of the customer information, including the contact information, social media accounts and more. One of the best features of this program is that it allows companies to track customer interactions at every level, from the first time a customer visits a website up until their last interaction. The program can also help companies automate their customer retention processes by sending out automated emails to customers who have not logged into their accounts or have not made a purchase in a long time.

Integration of Mailshake and Wealthbox CRM

Mailshake and Wealthbox CRM are two tops that allow users to build stronger relationships with their customers. By combining these tops, users can find out more information about their customers and can even automate emails to keep their customers engaged.

Wealthbox CRM is a top that allows businesses to store all of their customer information. This includes the contact information, social media accounts, phone numbers and addresses as well as other information that could help businesses track their customers. This top takes care of all of the customer data management which frees up time for business owners to spend on building stronger relationships with their customers. Instead of spending time trying to remember what you need to do for your customers, this program can take care of it for you. You can use this program to send out automated emails to your customers, organize your customer data and much more.

The next important feature that Wealthbox CRM has is automation. Automation allows users to manage their customer interactions without having to do it manually. If you were to create an automated email for every single one of your customers, it would take you a lot of time and effort. With Wealthbox CRM, you can create automated emails for each group of customers and every individual customer. This means less time spent on managing your customer data and more time spent building relationships with your customers.

Mailshake is a top that helps users create and send out emails to their customers and their potential customers. This top comes with features such as scheduling emails, tracking who reads those emails and what links they click on, customizing emails and much more. Mailshake also comes with detailed analytics that allow business owners to learn more about their audience and their target audience as well as where they should focus their marketing efforts the most. These features work together to help business owners improve their marketing efforts and reach their target audience better.

Mailshake also comes with features such as email templates and easy email manager which allow users to easily create and send out emails. When you use Mailshake, you can make sure that all of your emails look professional and you can always go back and edit them if you need to. This makes it easier for business owners to create consistent content for their recipients. Mailshake also comes with the ability to track the success of each email so that business owners can determine what is working best for them. They can then use this information to improve their future marketing efforts.

Wealthbox CRM and Mailshake are two tops that help businesses build relationships with customers by helping them track everything about their customers. When these programs are combined, they become even more effective because they complement each other’s features allowing users to automate certain processes while improving their relationship building efforts simultaneously.

Benefits of Integration of Mailshake and Wealthbox CRM

The integration of Mailshake and Wealthbox CRM allows users to create automated campaigns through Wealthbox CRM. This means that users will be able to send out regular automated emails to all of their customers instead of individually writing each email by hand or using another program or hiring someone else to write the emails for them. Because Wealthbox CRM tracks all of the information about each customer, including when they last bought something from your company, what items they bought from your company, what products they’re interested in buying or have bought in the past, etc., users will be able to customize each automated email so that they stand out more than generic automated emails sent by other companies.

The integration between these two programs also allows users to segment specific groups of customers so that they receive automated emails based on what they’ve done in the past with the company. For example, if someone has stopped logging into his or her account or has stopped making purchases on your site, then he or she may not be very active anymore. By segmenting these types of customers, users can send out fplowup automated emails to engage them again with your business which could potentially lead to repeat purchases or more activity on your site.

The process to integrate Mailshake and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.