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Wealthbox CRM + Sendinblue Integrations

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

About Wealthbox CRM

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

About Sendinblue

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
Connect Wealthbox CRM + Sendinblue in easier way

It's easy to connect Wealthbox CRM + Sendinblue 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.

  • Contact Added to a Specific List

    Triggers when a new or existing contact is added to a Sendinblue list.

  • New Campaign Status

    Triggers when the status of a SendinBlue campaign is updated.

  • New or Updated Contact

    Triggers when a Sendinblue contact is added or updated (either list(s) they belong to or contact data).

    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.

  • Add or Update Contact

    Adds or updates a contact data.

  • Send Transactional Email

    Sends an email from your Sendinblue account with HTML or plain text content.

How Wealthbox CRM & Sendinblue 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 Sendinblue as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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