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Integrate Wealthbox CRM with SalesBlink

Easily Integrate SalesBlink and Wealthbox CRM for sales & cold email outreach via Zapier.

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Integrate Wealthbox CRM with SalesBlink

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SalesBlink

SalesBlink helps you get booked by giving you leads & automating outreach across multiple channels with follow-ups on Autopilot using BlinkGPT AI.

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Wealthbox CRM

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

Here's what you can do with
Wealthbox CRM Integration

New Open (Trigger)

Add Trigger in Zapier to get notified about new email opens.

New Click (Trigger)

Add Trigger in Zapier to get notified about new email clicks.

New Reply (Trigger)

Add Trigger in Zapier to get notified about new email replies.

Add Emails to List (Action)

Add Emails to lists by using Wealthbox CRM as a source.

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