Drip + Wealthbox CRM

Add new Wealthbox CRM contacts to Drip as subscribers

Looking to streamline your marketing efforts for new CRM contacts? With this Wealthbox CRM and Drip integration, whenever you add a new contact in Wealthbox CRM, the contact's information will be seamlessly updated or added as a subscriber in the Drip app. Save time and keep your marketing campaigns up-to-date with this efficient workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Subscriber
Creates a new subscriber or update an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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
- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- Account
Trigger
Instant
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- AccountRequired
- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- Account IDRequired
- Email AddressRequired
- ActionRequired
- Properties
Action
Write
- AccountRequired
- Campaign IDRequired
- EmailRequired
- Time Zone
- Double Optin
- Starting Email Index
- Tags
- Custom Fields
- Reactivate if Removed
Action
Write
- Account IDRequired
- Email AddressRequired
- Custom Fields
- Tags
- New Email Address
- Time Zone
- Subscriber Status
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- Account IDRequired
- Email AddressRequired
- TagRequired
Action
Write
- Account IDRequired
- Email AddressRequired
- TagRequired
Action
Write
- AccountRequired
- Campaign
- Email AddressRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Drip

Automate your ecommerce marketing at scale. Drip is your ecommerce marketing engine. Build personalized customer experiences, drive more revenue, and take your marketing strategy to the next level with Drip.

Help

Related categories

Drip Emails

Similar apps

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Sendloop

Transactional Email

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Drip + Wealthbox CRM

Add new Wealthbox CRM contacts to Drip as subscribers

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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