CRM in Cloud + Wealthbox CRM
Add new Wealthbox CRM contacts as leads in CRM in Cloud
Effortlessly maintain up-to-date leads in your CRM in Cloud by seamlessly connecting it with Wealthbox CRM. With this workflow, whenever a new contact is added in Wealthbox CRM, the information will be utilized to create or update a lead in CRM in Cloud. This automation saves time and ensures your sales team always has access to the most current lead information.
Effortlessly maintain up-to-date leads in your CRM in Cloud by seamlessly connecting it with Wealthbox CRM. With this workflow, whenever a new contact is added in Wealthbox CRM, the information will be utilized to create or update a lead in CRM in Cloud. This automation saves time and ensures your sales team always has access to the most current lead information.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update LeadCreates a new Lead, or update an exising one specifying its ID field value.
ActionWriteCreate a new record or update an existing record in your app.
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New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workflow
Triggers when a new workflow is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.HouseholdRequired
MemberRequired
TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
TitleRequired
Description
Starts AtRequired
Ends AtRequired
All Day
Category
State
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
NameRequired
Description
Target Close DateRequired
ProbabilityRequired
Opportunity StageRequired
Manager
Amount
Currency
Kind
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category
Related Contact
Type
NameRequired
Due DateRequired
Description
Assignment TypeRequired
Complete
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow TemplateRequired
Linked to TypeRequired
Linked to IdRequired
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundList IDRequired
Anagraphic TypeRequired
Email typeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planThe unique id of the Catalog
Product code
Product name
Activation cost
Active product
Availability
Barcode
Bundle
Category
Closing cost
Cost
Cross Db
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner
Print long description in quotes
Publish
Quantity
Quantity per box
Renewable
Renewal price
Saleable
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the applied Vat for this product
the Name of the category - Read Only
the photo of the contact
The Volume of the product
Type (Enum property)
Unit of measure
Unit of measure
Unit price
Upgradeable
Validity date
VAT
Years old
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Unique id of the Contact
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Assistant
Assistant phone
Birthdate
Birthplace
Business roles (CSV list with ";" separator)
Categories (CSV list with ";" separator)
City
Code
Commercial agent (CSV list with ";" separator)
Company
Contact Commercial Zone
Country
Customer from
Do not contact
External Reference
Gender (Enum property)
Global Or Personal
Indicate if Anagraphic is soft deleted
Job title
Language
Last contact date
Lead
Mailing list consent
Mobile phone 2
Next contact date
Notes
Owner
Phone 2
Privacy management
Privacy policy marketing
Privacy survey
Region
Skype
Source
State/Province
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner
Phase
Phase expiration date
Probability (%)
Promotion
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Crossed
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Referrer Text
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type Of Cross (Enum property)
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
Company Unique Id
Company name
Natural person
Surname
Name
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Company type
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Destination of
Do not contact
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Industry
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner
Payment condition
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The Unique id
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Company
Address
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Country
Currency
Customer from
Do not contact
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Industry
Interest
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner
Phase expiration date
Priority
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Related company
Related contact
Source
State/Province
Status
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Complete
Triggers when an existing workflow step is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
Type
ContentRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Organizer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Tags
Email Address
Email Type
Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Name
Phone Number
Id
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appThe unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Crossed
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Referrer Text
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type Of Cross (Enum property)
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Unique Id
Company name
Natural person
Surname
Name
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Company type
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Destination of
Do not contact
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Industry
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner
Payment condition
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Unique id
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Company
Address
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Country
Currency
Customer from
Do not contact
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Industry
Interest
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner
Phase expiration date
Priority
Privacy management
Privacy policy marketing
Privacy survey
Rating
Region
Related company
Related contact
Source
State/Province
Status
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Anagraphic TypeRequired
Anagraphic ID
Email type
Anagraphic email
Anagraphic name
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Catalog
Product code
Product name
Activation cost
Active product
Availability
Barcode
Bundle
Category
Closing cost
Cost
Cross Db
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner
Print long description in quotes
Publish
Quantity
Quantity per box
Renewable
Renewal price
Saleable
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the applied Vat for this product
the Name of the category - Read Only
the photo of the contact
The Volume of the product
Type (Enum property)
Unit of measure
Unit of measure
Unit price
Upgradeable
Validity date
VAT
Years old
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The Unique id of the Contact
Name
Surname
Email addresses (CSV list with ";" separator)
Phone numbers (CSV list with ";" separator)
Address
Area
Area
Assistant
Assistant phone
Birthdate
Birthplace
Business roles (CSV list with ";" separator)
Categories (CSV list with ";" separator)
City
Code
Commercial agent (CSV list with ";" separator)
Company
Contact Commercial Zone
Country
Customer from
Do not contact
External Reference
Gender (Enum property)
Global Or Personal
Indicate if Anagraphic is soft deleted
Job title
Language
Last contact date
Lead
Mailing list consent
Mobile phone 2
Next contact date
Notes
Owner
Phone 2
Privacy management
Privacy policy marketing
Privacy survey
Region
Skype
Source
State/Province
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner
Phase
Phase expiration date
Probability (%)
Promotion
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About CRM in Cloud
CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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