Connect Firepoint CRM to Wealthbox CRM and automate any workflow
Create your first workflow
Quickly connect Firepoint CRM to Wealthbox CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Firepoint CRM with Wealthbox CRM - no code necessary. See how you can get setup in minutes.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Status Changed
Triggers when a lead's status changes.
Try It - Tag Added
Triggers when a tag is added to a lead.
Try It - New Comment
Triggers when a new comment is created.
Try It - New Event
Triggers when a new event is created.
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- New Lead
Triggers when a new lead is created in Firepoint.
Try It - First NameRequired
- Last NameRequired
- EmailRequired
- Lead SourceRequired
- Phone NumberRequired
- Lead TypeRequired
- Phone Number Type
- Tags
- Warnings
- Special Notes
- Notify Direct Agent Assignee
- New Contact
Triggers when a new contact is created.
Try It - New Note
Triggers when a new note is created.
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