Google Contacts + Wealthbox CRM

Add new or updated Google contacts as contacts in Wealthbox CRM

Leverage Google Contacts and Zapier to add new contacts to your Wealthbox CRM account without wasting your time. Once set up, this Google Contacts-Wealthbox CRM integration will trigger with every contact you add or update on Google Contacts, also adding it to Wealthbox CRM with every detail you need.

Leverage Google Contacts and Zapier to add new contacts to your Wealthbox CRM account without wasting your time. Once set up, this Google Contacts-Wealthbox CRM integration will trigger with every contact you add or update on Google Contacts, also adding it to Wealthbox CRM with every detail you need.

  1. When this happens...
    Google ContactsGoogle Contacts
    New or Updated Contact

    Triggers when a contact is created or updated.

    TriggerScheduled
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

  • Google Contacts triggers, actions, and search

    New Group

    Triggers when a group is created.

    Trigger
    Scheduled
    Try It
    • ContactRequired

    • GroupRequired

    Action
    Write
    • ContactRequired

    • Phone Number

    • Additional Phone Numbers

    Action
    Write
    • Contact

    • PhotoRequired

    Action
    Write
google-contacts logo
google-contacts logo

About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Learn more

Related categories

  • Contact Management
  • Google

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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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