Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
SMTP stands for Simple Mail Transfer Protocol, which is an Internet standard for email transmission available in Microsoft, Google and Yahoo! products among millions of mail servers worldwide.SMTP by Connect Integrations
It's easy to connect Wealthbox CRM + SMTP by Connect 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.
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.
Sends a plaintext email from a specific SMTP server.