Spoki + Wealthbox CRM

Send templates in Spoki for new contacts in Wealthbox CRM

Stay connected with your Wealthbox CRM contacts by sending them personalized messages through Spoki. With this workflow, every time you add a new contact in Wealthbox CRM, a customized text message will be sent to them using a Spoki template. Streamline your communication process and save time on manual tasks, ensuring a seamless connection with your clients.

Stay connected with your Wealthbox CRM contacts by sending them personalized messages through Spoki. With this workflow, every time you add a new contact in Wealthbox CRM, a customized text message will be sent to them using a Spoki template. Streamline your communication process and save time on manual tasks, ensuring a seamless connection with your clients.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SpokiSpoki
    Send Template

    Sends a Template

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

  • 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
spoki logo
spoki logo

About Spoki

Spoki allows you to automate and use Whatsapp in your communication and marketing strategy. You can interact with your customers in a completely new way, adding buttons on your pre-approved template messages.
Learn more

Related categories

  • Communication
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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