FreedomSoft + Wealthbox CRM

FreedomSoft + Wealthbox CRM integrations

Create FreedomSoft buyer leads for new Wealthbox CRM contacts

Effortlessly manage your leads with this seamless workflow between Wealthbox CRM and FreedomSoft. When you add a new contact in Wealthbox CRM, this automation will create a buyer lead in FreedomSoft, making it easier to keep track of your potential clients. Stay organized and improve your lead management process with this time-saving strategy.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create Buyer LeadFinds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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More things you can do with Wealthbox CRM and FreedomSoft

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

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
- 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 Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
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New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
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Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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Seller Lead Updated
Triggers when a seller lead is updated, including during bulk status updates.
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- Title
  Required
- Description
  Required
- Due Date
  Required
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Buyer Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

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
Try It
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
Action
Search
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
Try It
New Task
Triggers when a new task record is created.
Trigger
Instant
Try It
Buyer Lead Updated
Triggers when a buyer lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Seller Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

About FreedomSoft

FreedomSoft is an all-in-one lead generation and real-estate automation system.

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CRM (Customer Relationship Management)

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About Wealthbox CRM