Connect Drip and Wealthbox CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Subscriber Tag
Remove Subscriber Tag
New Custom Event
Update Custom Field
Complete Campaign
New Campaign Subscription
New Campaign Unsubscribe
New Email Bounced
New Email Click
New Email Complained
New Email Open
New Global Unsubscribe
New Page Visit
New Trigger Link Click
Remove Campaign Subscription
Subscriber Deleted
Undeliverable Subscriber
Deliverable Subscriber
New Email Marketing Subscriber
Subscriber Reactivated
Subscriber Completed Campaign
Updated Subscriber Email
Updated Subscriber's Lifetime Value
Updated Subscriber's Time Zone
Subscriber Receives Email
New Lead
Updated Lead Score
Updated Subscriber's Aliases
Choose an Action
Automatically do this!
- Request a new Action for Wealthbox CRM
Enable Integrations or automations with these events of Drip and Wealthbox CRM
Enable Integrations or automations with these events of Drip and Wealthbox CRM
Triggers
New Subscriber
Triggers when a new subscriber is added to Drip.
New Subscriber Tag
Triggers when a new tag is applied to a subscriber.
Remove Subscriber Tag
Triggers when a tag is removed from a subscriber.
New Custom Event
Triggers when a subscriber performs a custom event.
Update Custom Field
Triggers when a subscriber custom field is updated.
Complete Campaign
Triggers when a subscriber completes a campaign.
Actions
Add Tag to Subscriber
Adds a tag to a subscriber.
Remove Tag From Subscriber
Removes a tag from a subscriber.
Subscribe to Campaign
Subscribes someone to a campaign.
Trigger Event
Creates an event for a subscriber (e.g. "Signed up for a trial").
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Frequently Asked Questions
To start, connect both your Drip and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Drip triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how Drip data is recorded in Wealthbox CRM . This includes choosing which data fields go into which fields of Wealthbox CRM , setting up custom formats, and filtering out unwanted information.
The data sync between Drip and Wealthbox CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Drip and Wealthbox CRM . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Drip
Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
Learn MoreAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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