EZ Texting + Wealthbox CRM

EZ Texting + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to EZ Texting for seamless contact updates

Keep your Wealthbox CRM and EZ Texting contacts up to date with this seamless workflow. When a new contact is added in Wealthbox CRM, their information will be automatically sent to EZ Texting to create or update the corresponding contact. This way, you'll always have the latest contact details at your fingertips, ready for your text message marketing campaigns.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update ContactCreates or updates a Contact if already exists
ActionWrite

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More things you can do with Wealthbox CRM and EZ Texting

Discover other triggers and actions you can use with Wealthbox CRM and EZ Texting

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- 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
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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 Inbound Text
Triggers when a new inbound text received.
Trigger
Instant
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- Phone Number
  Required
- First Name
- Last Name
- Email
- Groups to add contact to
- Groups to remove contact from
Action
Write
- To numbers
- Message text
  Required
- Subject
- Group Ids
Action
Write

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
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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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- 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
New Keyword Opt In
Triggers when a new keyword opt in received.
Trigger
Instant
Try It
- Name
  Required
- Note
- Phone Numbers
Action
Write

About EZ Texting

EZ Texting is a text marketing platform to send and receive SMS & MMS via web and mobile apps. Use it for group texts or 1:1 messages.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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Related Zap Templates

Create messages in EZ Texting for new contacts added in Wealthbox CRM

Related Zap Templates

Create messages in EZ Texting for new contacts added in Wealthbox CRM