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Wealthbox CRM + Constant Contact Integrations

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

About Wealthbox CRM

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

About Constant Contact

Constant Contact is an easy-to-use email marketing software that provides marketers with tools and techniques they need to create effective email marketing campaigns to generate high quality leads.

Constant Contact Integrations

Best Wealthbox CRM and Constant Contact Integrations

  • Wealthbox CRM Google Sheets

    Constant Contact + Google Sheets

    Create new rows in a Google Spreadsheet for new Constant Contact contacts Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    With Appy Pie Connect, you can automatically add new Constant Contact contacts to a spreadsheet. Whenever new contact info is added to your Constant Contact account (e.g., phone number, address, or email) Appy Pie Connect will automatically add it to your Google spreadsheet. This integration easily import contacts from Constant Contact into a custom Google spreadsheet so you can keep track of details as they happen.
    How This Constant Contact-Google Sheets Integration Works
    • A new contact is added to Constant contact
    • Appy Pie Connect creates a new row in Google Sheets
    What You Need
    • Constant Contact account
    • Google Sheets account
  • Wealthbox CRM MailChimp

    Constant Contact + MailChimp

    Add or update subscribers in Mailchimp from new Constant Contact contacts Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    The Appy Pie Connect integration puts the people you talk to every day on the same page you rely on every day. Set up this connect flow with your Constant Contact customer list, and Appy Pie Connect will add new contacts to your Mailchimp lists automatically. Integrate Constant Contact to MailChimp and every time you have a new contact in Constant Contact, add them as a new subscriber to your MailChimp list.
    How This Constant Contact-Mailchimp Integration Works
    • A new contact is added to Constant contact
    • Appy Pie Connect add them as a new subscriber in MailChimp
    What You Need
    • Constant Contact account
    • MailChimp account
  • Wealthbox CRM HubSpot

    Constant Contact + HubSpot

    Create or Update contacts in HubSpot CRM from new Constant Contacts Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    HubSpot Create or Update Contact
    Easily sync your HubSpot CRM and Constant Contact accounts to keep your contacts across all platforms up to date. This Appy Pie Connect integration will automatically create or update customers in your HubSpot CRM from new and updated contacts in Constant Contact without any coding. This integration is perfect for keeping your CRM up-to-date and your contacts focused on growing your business.
    How This Constant Contact-HubSpot CRM Integration Works
    • A new contact is added to Constant contact
    • Appy Pie Connect adds them as a new contact in HubSpot
    What You Need
    • Constant Contact account
    • HubSpot CRM account
  • Wealthbox CRM HubSpot

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    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + Constant Contact in easier way

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

    Triggers
  • 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.

  • New Contact

    Triggers when a new contact is created.

  • New Email Open

    Triggers when a recipient open an email for specified campaign.

  • New list

    Triggers when a new list is created.

    Actions
  • 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.

  • Create Contact

    Creates a new contact

  • Update Contact

    Updates a contact.

How Wealthbox CRM & Constant Contact Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Constant Contact as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Constant Contact with Appy Pie Connect.

    (2 minutes)

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