SEMrush + Wealthbox CRM

Create SEMrush overview reports for new Wealthbox CRM contacts

Effortlessly stay informed on the online performance of your new Wealthbox CRM contacts with this automation. When a new contact is added to your Wealthbox account, this workflow generates an SEMrush Overview Report, offering valuable insights into their online presence. Keep a close eye on your contacts' digital footprints and strengthen your customer interactions with seamless information integration.

Effortlessly stay informed on the online performance of your new Wealthbox CRM contacts with this automation. When a new contact is added to your Wealthbox account, this workflow generates an SEMrush Overview Report, offering valuable insights into their online presence. Keep a close eye on your contacts' digital footprints and strengthen your customer interactions with seamless information integration.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SEMrushSEMrush
    Get Overview Report

    Overview report for the Site Audit campaign

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Event

    Triggers when a new event is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
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semrush logo

About SEMrush

SEMrush is an all-in-one marketing toolkit for digital marketing professionals.

Related categories

  • Analytics
wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

  • CRM (Customer Relationship Management)

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