Google Ads + Wealthbox CRM

Add new Wealthbox CRM contacts to Google Ads customer lists

Effortlessly keep your Wealthbox CRM contacts and Google Ads customer lists up-to-date with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will create a customer list in Google Ads, ensuring that your marketing efforts are always aligned with your CRM data. Save time and stay organized by automating this process and improving your advertising targeting efficiency.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Customer List
Creates a customer list in Google Ads Audience Manager.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment 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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- 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
- Use Google Ads as...Required
- Managed Account
- Lead FormRequired
Trigger
Scheduled
Try It
- Use Google Ads as...Required
- Managed Account
- Customer ListRequired
- Customer IdentifierRequired
- Message
Action
Write
- Use Google Ads as...Required
- Managed Account
- ResourceRequired
- Dates to IncludeRequired
- Limit
Action
Write
- Double Opt Message
- Use Google Ads as...Required
- Managed Account
- Multiple Identifier Note
- Conversion User Identifier SourceRequired
- Conversion ActionRequired
- TimestampRequired
- Value
- Currency
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Use Google As...Required
Action
Search
- NameRequired
- Description
- Message
Action
Search or write

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

Google Ads + Wealthbox CRM

Add new Wealthbox CRM contacts to Google Ads customer lists

Supported triggers and actions

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New Lead Form Entry

Add Contact to Customer List

Create Report

Send Offline Conversion

API Request (Beta)

Find Campaign by Name

Find or Create Customer List

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note