Wealthbox CRM + Klaviyo Integrations

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

About Wealthbox CRM

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

About Klaviyo

Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.

Klaviyo Integrations
Klaviyo Alternatives

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Best Wealthbox CRM and Klaviyo Integrations

  • Wealthbox CRM MailChimp

    Wealthbox CRM + MailChimp

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

    Wealthbox CRM + Evernote

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

    Klaviyo + MailChimp

    Add new Klaviyo subscribers to Mailchimp
    When this happens...
    Wealthbox CRM New Event
    Then do this...
    MailChimp Add/Update Subscriber
    It's a pain to move contacts from one platform to another. This integration is beneficial. You don't have to migrate data between Mailchimp and Klaviyo because it does it for you. Once activated, it converts each new Klaviyo subscriber into Mailchimp. From your CRM, you'll be able to manage all your leads.
    How This Integration Works?
    • A new contact is added on Klaviyo
    • Appy Pie Connect adds that contact to Mailchimp
    Apps Involved
    • Klaviyo
    • Mailchimp
  • Wealthbox CRM Google Sheets

    Klaviyo + Google Sheets

    Add new Klaviyo events to Google Sheets as new rows Read More...
    When this happens...
    Wealthbox CRM New Event
    Then do this...
    Google Sheets Create Spreadsheet Row
    Spreadsheets are a great way to collect and organize contact information. With this Appy Pie Connect integration set up, whenever a new event is created to Klaviyo, a new row will be added to Google Sheets automatically to help you keep your data up-to-date.
    How This Klaviyo-Google Sheets Integration Works
    • A new event is added to Klaviyo
    • Appy Pie Connect adds that event to Google Sheets
    Apps Involved
    • Klaviyo
    • Google Sheets
  • Wealthbox CRM Klaviyo

    Gmail + Klaviyo

    Add new Klaviyo subscribers from a labeled Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Labeled Email
    Then do this...
    Klaviyo Add Subscriber

    Email is one of the best sources of customer data. If you want to add all your email contact details to your email marketing tools, then this Gmail-Klaviyo integration from Appy Pie Connect is for you. Set up this Gmail- Klaviyo integration to trigger an automated workflow as soon as you label an email on Gmail, adding a new subscriber to a list in Klaviyo so you can keep growing your email marketing list. You need not learn to code, just follow our simple instructions and set up this connect now.

    How this integration works
    • A new email is labeled in Gmail
    • Appy Pie Connect adds a new subscriber to Klaviyo
    What You Need
    • A Gmail account
    • A Klaviyo account
  • Wealthbox CRM Klaviyo

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

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

  • 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 Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

  • 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.

  • Add Members

    Creates a member.

  • Add Subscriber

    Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.

  • Update Subscriber

    Updates an existing subscriber.

How Wealthbox CRM & Klaviyo 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 Klaviyo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Klaviyo with Appy Pie Connect.

    (2 minutes)

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

Integration of Wealthbox CRM and Klaviyo

Wealthbox CRM?

Wealthbox CRM is a cloud-based application designed to make it easy for companies to manage their leads and contacts. It was founded in 2012 by former Salesforce.com CEO Marc Benioff and his wife Lynne. It is currently headquartered in San Francisco, California. Its mission is to create an environment where businesses can grow and flourish. To do this, Wealthbox CRM creates software that generates leads, automates sales processes, and connects you with your customers.

Wealthbox CRM has received numerous awards, including being named one of the best places to work in the Bay Area, a leader in the cloud computing market, and a top startup in Silicon Valley. In addition to these accpades, it has been featured on CNBC, Bloomberg Television, and the San Francisco Business Times.


Klaviyo is a marketing automation platform that offers email marketing, social media marketing, lead nurturing, web analytics, and other services. It was founded in 2010 by Ethan Anderson and Mike Vppe. It is currently headquartered in Boston, Massachusetts. The company’s name comes from a combination of the words “email” and “applause.”

Klaviyo provides businesses with a way to automate their marketing efforts while giving them a wealth of features to use based on what they want to do. In addition to its award-winning service, Klaviyo has been named the “Best Email Marketing Spution” for small businesses by Small Business Computing Magazine and was named a finalist in the 2014 Stevie Awards for Sales & Customer Service. In 2015, Klaviyo was acquired by SugarCRM. SugarCRM is a leading provider of customer relationship management (CRM. sputions that helps organizations build better relationships with their customers, partners, and employees.

Integration of Wealthbox CRM and Klaviyo

Wealthbox CRM was created to manage contacts and leads for businesses. However, if your business also utilizes another CRM top for managing customer data, there is no way to combine the information since you are using two different systems. That is where the integration of Wealthbox CRM and Klaviyo comes in handy. When you integrate these two applications together, you will be able to sync your data between them with just a few clicks. This means that if you change information in one program, it will be updated in the other with no additional work required on your end. For example, if someone fills out a form on your website or emails you with questions about your product or service, when they respond to your email or fill out another contact form, this information will automatically be updated in your Wealthbox CRM account. This allows you to view all of your customer data in one place rather than having to log in separately to both systems to see everything that has happened with each individual you have contacted. It also eliminates the risk of duplicate customer records showing up because you entered the same information twice into different systems or did not enter all of the information into one system that may have caused the person’s information not to show up in the other one.

Benefits of Integration of Wealthbox CRM and Klaviyo

There are many benefits associated with integrating Wealthbox CRM with Klaviyo. They are listed below:

Fast Customer Onboarding—Integrating Wealthbox CRM with Klaviyo allows you to capture more sales leads while allowing you to onboard new customers faster by integrating multiple sales channels into one system.

Integration of Multiple Channels—Integrating Wealthbox CRM with Klaviyo allows you to send emails from several different platforms into one central location while allowing you to provide customers with an experience that is consistent across all channels.

Increase Your ROI—Integrating Wealthbox CRM with Klaviyo allows you to track more sales leads while increasing your return on investment. You are able to see which channels are bringing in the most revenue for your company while allowing you to determine which channels are providing the greatest ROI instead of just guessing at which ones are worth the investment. It also allows you to identify which channels are not providing any ROI so that you can stop spending money on them since they are not bringing in any profits for your business.

The process to integrate Wealthbox CRM and Klaviyo 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.