Ontraport + Wealthbox CRM

Create new Ontraport contacts from new Wealthbox contacts

New Wealthbox contacts can be added to your ONTRAPORT account. Zapier matches the email address in the Wealthbox contact record and creates a new Contact if one does not exist already. All ONTRAPORT Contact Record fields can be updated with information from the Wealthbox account, and Zapier can add ore remove a Tag for further automation within ONTRAPORT.

New Wealthbox contacts can be added to your ONTRAPORT account. Zapier matches the email address in the Wealthbox contact record and creates a new Contact if one does not exist already. All ONTRAPORT Contact Record fields can be updated with information from the Wealthbox account, and Zapier can add ore remove a Tag for further automation within ONTRAPORT.

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

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    OntraportOntraport
    Create or Update Contact

    Creates or updates a contact in Ontraport.

    ActionWrite
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Supported triggers and actions

ontraport logo
ontraport logo

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

Related categories

  • Marketing Automation

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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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