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ActiveCampaign + Wealthbox CRM

Update Wealthbox CRM households with new ActiveCampaign contacts

Effortlessly manage your contacts and households in Wealthbox CRM whenever there's an update in ActiveCampaign. With this seamless workflow, every time a contact is updated in ActiveCampaign, the integration will automatically add the member to a household in Wealthbox CRM. Keep your contact information organized and up-to-date, saving you time and ensuring accurate data across both platforms.

Effortlessly manage your contacts and households in Wealthbox CRM whenever there's an update in ActiveCampaign. With this seamless workflow, every time a contact is updated in ActiveCampaign, the integration will automatically add the member to a household in Wealthbox CRM. Keep your contact information organized and up-to-date, saving you time and ensuring accurate data across both platforms.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Updated Contact

    Triggers when an existing contact details are updated.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Add Member to Household

    Adds a new family member to a household.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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