Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Sendinblue powers advanced email marketing and automation. Send newsletter emails, manage your transactional emails, and send SMS on this all-in-one platform.Sendinblue Integrations
It's easy to connect Wealthbox CRM + Sendinblue 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 new or existing contact is added to a Sendinblue list.
Triggers when the status of a SendinBlue campaign is updated.
Triggers when a Sendinblue contact is added or updated (either list(s) they belong to or contact data).
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.
Adds or updates a contact data.
Sends an email from your Sendinblue account with HTML or plain text content.