GetResponse + Wealthbox CRM

Create Wealthbox CRM opportunities for new GetResponse contacts

Streamline your sales process by instantly creating new opportunities in Wealthbox CRM whenever a new contact is added in GetResponse. This workflow ensures your CRM stays up-to-date with your latest prospects, allowing your sales team to act swiftly and close deals faster. Focus on nurturing leads and growing your business without worrying about manual data entry.

When this happens...
New Contact
Triggers when a new contact is added to any list.
TriggerScheduled
automatically do this!
Create Opportunity
Creates a new opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

New Autoresponder
Triggers when a new autoresponder is created.
Trigger
Scheduled
Try It
New Landing Page
Triggers when a new landing page is created.
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
- EmailRequired
- Day of Autoresponder Cycle
- Name
- IP Address
- Tags
Action
Write
- NameRequired
- Flags
- SubjectRequired
- ListRequired
- From addressRequired
- Content HTMLRequired
- Content Plain
- Type
- Time Travel
- Perfect Timing
- Selected Lists
- Excluded Lists
- Send On
Action
Write

- ContactRequired
- Day of Autoresponder Cycle
- Name
- IP Address
- Tags
Action
Write
- NameRequired
Action
Search

New Comment
Triggers when a new comment 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
- 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

New List
Triggers when a new list is created.
Trigger
Scheduled
Try It
New Newsletter
Triggers when a new newsletter is created.
Trigger
Scheduled
Try It
New Form
Triggers when a new form is added.
Trigger
Scheduled
Try It
- ListRequired
- EmailRequired
- Day of Autoresponder Cycle
- Name
- IP Address
- Tags
Action
Write
- ContactRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ListRequired
- EmailRequired
Action
Search
New Contact
Triggers when a new contact is created.
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
- 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

About GetResponse

With an all-in-one suite of online marketing tools, GetResponse is the perfect solution to help you grow your business.

Learn more Help

Related categories

Marketing Automation

Similar apps

Mailchimp

Email Newsletters

AWeber

Email Newsletters

Campaign Monitor

Email Newsletters

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

GetResponse + Wealthbox CRM

Create Wealthbox CRM opportunities for new GetResponse contacts

New Autoresponder

New Landing Page

New Contact

Create or Update Contact

ListRequired

EmailRequired

Day of Autoresponder Cycle

Name

IP Address

Tags

Create Newsletter

NameRequired

Flags

SubjectRequired

ListRequired

From addressRequired

Content HTMLRequired

Content Plain

Type

Time Travel

Perfect Timing

Selected Lists

Excluded Lists

Send On

Update Contact

ContactRequired

Day of Autoresponder Cycle

Name

IP Address

Tags

Find List

NameRequired

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

HouseholdRequired

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