Campaigner + Wealthbox CRM

Create Campaigner workflows for new Wealthbox CRM contacts

Effortlessly organize your sales efforts with this easy-to-use automation. When a new contact is created in Wealthbox CRM, it will be assigned to a specific workflow within Campaigner, streamlining your lead nurturing process and ensuring timely communication. Save time and simplify your contact management by connecting Wealthbox CRM and Campaigner with this smooth workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Assign Contact to Workflow
Adds contacts to workflow. Make sure that contacts are already in Campaigner.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
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
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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
- 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
- Email AddressRequired
- First Name
- Last Name
Action
Write
- Purchase Date
- Order Number
- Email AddressRequired
- Total Amount
- Product Name
- SKU
- Quantity
- Status
- Unit Price
- Second Product Name
- Second Product SKU
- Second Product Quantity
- Second Product Unit Price
- Second Product Status
- Third Product Name
- Third Product SKU
- Third Product Quantity
- Third Product Unit Price
- Third Product Status
Action
Write
- Email AddressRequired
- WorkflowRequired
Action
Write

New Contact
Triggers when a new contact 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
- list_nameRequired
- list_description
Action
Write
- EmailRequired
- First Name
- Last Name
- List Name
Action
Write

About Campaigner

Campaigner is a powerful multi-channel marketing platform that has robust features to deliver email and SMS campaigns that help you drive sales.

Related categories

Marketing

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Campaigner + Wealthbox CRM

Create Campaigner workflows for new Wealthbox CRM contacts

Supported triggers and actions

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Create New Contact

Add New Purchase

Assign Contact to Workflow

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New List

Upload Contacts

About Campaigner

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces