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Mautic + Wealthbox CRM Integrations

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

About Mautic

Mautic is an open source marketing automation tool that helps businesses communicate with their audience at the right time.

About Wealthbox CRM

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

Wealthbox CRM Integrations
Connect Mautic + Wealthbox CRM in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Form Entry

    Triggers when a form is submitted.

  • New Marketing Message

    Triggers when new marketing message created.

  • New Text Message

    Triggers when new text message created.

  • Updated Contact

    Triggers when a contact updated.

  • 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.

    Actions
  • Create Marketing Message

    Create a marketing message.

  • Create Text Message

    Create a text message

  • Create or Update Contact

    Creates a new contact or updates and existing contact.

  • 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 Mautic & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Mautic 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.