Wealthbox CRM Integrations

Wealthbox CRM Help & Support

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Quickly automate Wealthbox CRM integrations with Zapier's templates

Add new Calendly events to Wealthbox
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Calendly + Wealthbox CRM
Add new OnceHub bookings as new events in Wealthbox CRM
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OnceHub + Wealthbox CRM
Add new Wealthbox CRM contacts to a Mailchimp list
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Wealthbox CRM + Mailchimp
Create Wealthbox CRM contacts from new invitees created in Calendly
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Calendly + Wealthbox CRM

Add new Mailchimp subscribers as contacts in Wealthbox CRM
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Mailchimp + Wealthbox CRM

Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub
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OnceHub + Wealthbox CRM

Add new Calendly events to Wealthbox

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Calendly + Wealthbox CRM

Add new OnceHub bookings as new events in Wealthbox CRM

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OnceHub + Wealthbox CRM

Add new Wealthbox CRM contacts to a Mailchimp list

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Wealthbox CRM + Mailchimp

Create Wealthbox CRM contacts from new invitees created in Calendly

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Calendly + Wealthbox CRM

Add new Mailchimp subscribers as contacts in Wealthbox CRM

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Mailchimp + Wealthbox CRM

Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub

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OnceHub + Wealthbox CRM

Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Wealthbox CRM Integrations

Wealthbox CRM Help & Support

Do more with Wealthbox CRM integrations

Calendly

OnceHub

RingCentral

Google Sheets

Microsoft Outlook

Jotform

Acuity Scheduling

PreciseFP

Typeform

Calendly

OnceHub

RingCentral

Google Sheets

Microsoft Outlook

Jotform

Calendly

OnceHub

RingCentral

Google Sheets

Microsoft Outlook

Jotform

Acuity Scheduling

PreciseFP

Typeform

Add new Calendly events to Wealthbox

Add new OnceHub bookings as new events in Wealthbox CRM

Add new Wealthbox CRM contacts to a Mailchimp list

Create Wealthbox CRM contacts from new invitees created in Calendly

Add new Mailchimp subscribers as contacts in Wealthbox CRM

Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub

Add new Calendly events to Wealthbox

Add new OnceHub bookings as new events in Wealthbox CRM

Add new Wealthbox CRM contacts to a Mailchimp list

Create Wealthbox CRM contacts from new invitees created in Calendly

Add new Mailchimp subscribers as contacts in Wealthbox CRM

Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Related Contact

Description

All Day

Category

State

Location

Create Opportunity

Related Contact

Description

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

Description

Complete

Priority

Start Workflow

Label

Find or Create a Contact

Email Address

Name

Phone Number

Id

Type

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address