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Wealthbox CRM + Woodpecker.co Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Woodpecker.co

About Wealthbox CRM

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

About Woodpecker.co

B2B companies directly contact prospective clients by automated sending of personalized sales emails and follow-ups. Send emails and follow-up sequences automatically from your mailbox and have all the replies detected. Grow your business within the Predictable Revenue methodology

Woodpecker.co Integrations
Connect Wealthbox CRM + Woodpecker.co in easier way

It's easy to connect Wealthbox CRM + Woodpecker.co 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.

  • Email Opened

    Triggers when a prospect opens your email.

  • Email Sent

    Triggers when Woodpecker sends an email to prospect from campaign.

  • Link Clicked

    Triggers when a prospect clicks on a link in your email.

  • Prospect Blacklisted

    Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.

  • Prospect Bounced

    Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker

  • Prospect Interested

    Triggers when you mark a prospect who replied as INTERESTED.

  • Prospect Invalid

    Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.

  • Prospect Maybe Later

    Triggers when you mark a prospect who replied as MAYBE LATER.

  • Prospect Not Interested

    Triggers when you mark a prospect who replied as NOT INTERESTED.

  • Prospect Replied

    Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.

    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.

  • Create or Update Prospect

    Adds a new prospect or Updates existing prospect in the list of Prospects.

  • Create or Update Prospect in Campaign

    Adds a new prospect or updates existing prospect's data in a campaign of choice.

  • Stop Follow Ups

    Stop follow-ups planned for this prospect.

How Wealthbox CRM & Woodpecker.co 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 Woodpecker.co as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Woodpecker.co with Appy Pie Connect.

    (2 minutes)

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