BotConversa + Wealthbox CRM

BotConversa + Wealthbox CRM integrations

Update BotConversa custom fields when new contacts are added in Wealthbox CRM

Easily keep your BotConversa contacts up-to-date with this efficient workflow. Whenever you add a new contact in Wealthbox CRM, this automation will update the corresponding custom field in the BotConversa app. It streamlines the contact management process, ensuring relevant information is always available within both platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Update Custom FieldUpdates user/bot custom field value inside BotConversa.
ActionWrite

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- Phone Number Type
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- Email Type
- Primary Email Address
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- Street Address Type
- Street Address Line 1
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- City
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- State
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- Type
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- Tags
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- Name
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- Description
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- Organizer
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- Name
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- Type
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- Tags
- Email Address
- Email Type
- Primary Email
Action
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- Contact ID
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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
- 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
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- Custom Field Type
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- Custom field
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Action
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- Phone
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- Tag
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Action
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- Phone
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Action
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- Phone
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- Type of message
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Action
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- Phone
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- Sequence
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- Household
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- Member
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- Title
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- Related Contact
- Title
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- Description
- Starts At
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- Ends At
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- All Day
- Category
- State
- Location
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- Name
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- Description
- Target Close Date
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- Probability
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- Opportunity Stage
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- Manager
- Amount
- Currency
- Kind
Action
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- Category
- Related Contact
- Type
- Name
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- Due Date
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- Description
- Assignment Type
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- Linked to Id
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- Name
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New Subscriber
Triggers when a new subscriber joins BotConversa.
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- Sequence
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- Phone
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- Tag
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- Phone
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Action
Write
- Campaign
- Phone
  Required
- Full name
  Required
Action
Write
- Flow
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- Phone
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Action
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- Phone
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- Sequence
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Action
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- Phone
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About BotConversa

BotConversa is a Chatbot builder for WhatsApp. We’ve made it simples for small to big Size businesses to automate their WhatsApp conversations and create a true lead generation machine.

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About Wealthbox CRM

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

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