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Google Ads + Wealthbox CRM

Add Wealthbox CRM contacts to Google Ads customer list when new contacts are created

Effortlessly keep your Google Ads customer list up to date with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will instantly add the contact to your desired customer list in Google Ads. Save time and ensure consistent marketing outreach by streamlining your contact management process.

Effortlessly keep your Google Ads customer list up to date with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will instantly add the contact to your desired customer list in Google Ads. Save time and ensure consistent marketing outreach by streamlining your contact management process.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Google AdsGoogle Ads
    Add Contact to Customer List

    Adds a contact to a customer list. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
google-ads logo
google-ads logo

About Google Ads

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.
Learn moreHelp

Related categories

  • Ads & Conversion
  • Google

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wealthbox logo

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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