Bloom Growth + Wealthbox CRM

Bloom Growth + Wealthbox CRM integrations

Update Bloom Growth metrics for new Wealthbox CRM contacts

Effortlessly maintain your Bloom Growth metrics up-to-date with this handy workflow. Each time a new contact is added to your Wealthbox CRM, it seamlessly updates the relevant metric in your Bloom Growth account. Say goodbye to manual updates and focus on meaningful connections with your clients, while this automation handles the data.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Update Current MetricUpdate the metric for the current week
ActionWrite

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More things you can do with Wealthbox CRM and Bloom Growth

Discover other triggers and actions you can use with Wealthbox CRM and Bloom Growth

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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New Note
Triggers when a new note is created.
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Instant
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
Trigger
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- 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
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
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- Process
  Required
- Step
  Required
- (Optional) Filter on User
Trigger
Instant
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- Which measurable?
Trigger
Instant
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- For Meeting
  Required
- Headline Title
  Required
- Headline Notes
- Owner
Action
Write
- For Meeting
  Required
- To-do Title
  Required
- To-do Notes
- For User
- To-do Due Date
Action
Write
Get Current Week
Gets the current week number
Action
Write
- Measurable
  Required
- Value
  Required
- Day Offset
Action
Write
- Rock
  Required
- Rock Title
- Rock Owner
- Status
Action
Write
- To-do
  Required
- To-do Title
- To-do Due Date
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- Fire When
  Required
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- For Meeting
  Required
- Issue Title
  Required
- Issue Notes
- For User
Action
Write
- To-do Title
  Required
- To-do Notes
- To-do Due Date
Action
Write
- Process
  Required
Action
Write
- Measurable
  Required
- Measurable Title
- Goal Direction
- Goal
- Alternate Goal
- Units
Action
Write
- Measurable
  Required
- Week Number
  Required
- Value
  Required
Action
Write
- To-do
  Required
- Is Complete
  Required
Action
Write

About Bloom Growth

Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy access to transformational tools for your business plan, quarterly goals and org chart.

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Related categories

Productivity

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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