Club OS + Wealthbox CRM

Club OS + Wealthbox CRM integrations

Create prospects in Club OS from new contacts in Wealthbox CRM

Save time and simplify your lead management process by connecting Wealthbox CRM and Club OS apps with this efficient automation. Whenever you add a new contact to Wealthbox CRM, a prospect will be created in Club OS, ensuring a seamless flow of information between the two apps. This streamlined workflow helps you stay organized, manage leads more effectively, and focus on building relationships with your prospects.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ProspectCreates a new Prospect
ActionWrite

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More things you can do with Wealthbox CRM and Club OS

Discover other triggers and actions you can use with Wealthbox CRM and Club OS

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
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
- 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
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- User ID
  Required
- Note
  Required
- Note Type
  Required
- Created By
  Required
- Message Type
  Required
Action
Write
- Club ID
  Required
- Location ID
  Required
- Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Opt Out of Email
  Required
- Mobile Phone
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Write
- User Id
  Required
- Club Id
  Required
- Location ID
  Required
Action
Write
- Club ID
- Location ID
- First Name
- Last Name
- Email Address
- Mobile Phone
Action
Search

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
Try It
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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- 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
- 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
- Attendee ID
  Required
- Club ID
  Required
- Location ID
  Required
- Event Type ID
  Required
- Visit Type
- Start Time
  Required
- End Time
  Required
- Booking Source
- Subject
- Notes
Action
Write
- User Id
  Required
- Club Id
  Required
- Location Id
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Mobile Phone
- Location ID
- Club Id
  Required
Action
Search
- Club ID
  Required
- Location ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile Phone
- Source
  Required
- Opt Out of Email
  Required
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Search or write

About Club OS

The gym and studio management software you need to sell more memberships and keep more members.

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CRM (Customer Relationship Management)

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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.