Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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.ConvertKit Integrations
It's easy to connect Wealthbox CRM + ConvertKit without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.