Delighted + Wealthbox CRM

Delighted + Wealthbox CRM integrations

Create notes in Wealthbox CRM for new Delighted responses

Easily track customer feedback by connecting Delighted and Wealthbox CRM with this seamless workflow. When a new response is received in Delighted, a note is instantly created in Wealthbox CRM, keeping your team updated on customer insights and satisfaction. This automation streamlines the process, saving you time and ensuring consistent documentation of valuable feedback.

When this happens...
New ResponseTriggers when a new response is received in this Delighted Project.
TriggerPolling
automatically do this!
Create NoteCreates a new note.
ActionWrite

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More things you can do with Delighted and Wealthbox CRM

Discover other triggers and actions you can use with Delighted and Wealthbox CRM

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Polling
Try It
- Person ID
- Email
  Required
- Phone Number
- Name
- Properties
Action
Write
- Email
  Required
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Email
  Required
- Name
- Delay
- Properties
Action
Write

- Email
  Required
Action
Write
- Platform ID
  Required
Action
Search

- Trend ID
- Groups
- Since
- Until
Action
Search
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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

New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Polling
Try It
- Person ID
- Email
- Phone Number
  Required
- Name
- Properties
Action
Write
- Person ID
  Required
- Created At
- Score
  Required
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone Number
  Required
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- Email
  Required
- Phone Number
- Name
- Last Sent At
Action
Search or 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
Try It
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
Try It
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

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.

Learn moreLearn moreHelpHelp

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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.