eSputnik + Wealthbox CRM

eSputnik + Wealthbox CRM integrations

Create and update eSputnik contacts for new Wealthbox CRM contacts

Effortlessly keep your eSputnik contacts in sync with your Wealthbox CRM by using this powerful automation. When a new contact is added to Wealthbox CRM, the workflow will seamlessly update or add the same contact to your eSputnik account. This ensures that your marketing efforts remain consistent and targeted, saving you time and reducing manual data entry errors.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds confirmed contact or updates existing contact.
ActionWrite

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More things you can do with Wealthbox CRM and eSputnik

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

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
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Email Address
- Phone Number
- First Name
- Last Name
- Region
- City
- Address
- Post Code
- Contact Key
- Segments
- Segments Exclude
- Uniqueness Property
  Required
- Event for New Contacts
Action
Write
- Event Type
  Required
- Event Key
  Required
- Parameters
Action
Write
- SMS Message
  Required
- Phone Number
  Required
- Additional Parameters
- Alphanumeric Sender ID
Action
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
- 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
- Segment
  Required
Trigger
Polling
Try It
- Email Address
- Phone Number
- First Name
- Last Name
- Region
- City
- Address
- Post Code
- Contact Key
- Segments
- Form Name
Action
Write
- Email Message
  Required
- Email Address
  Required
- Additional Parameters
Action
Write

About eSputnik

ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions in very clear and efficient way for everyone.

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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.

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