Create integrations between Gorilla CRM and Wealthbox CRM to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Quickly automate workflows with Gorilla CRM and Wealthbox CRM using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Unique ID (If Available)
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Description
- Company
- Gender
- Position
- Add Date
- Action Type
- Address
- City
- Post Code
- Country
- New Contact
Triggers when a new contact is created.
Try It - New Note
Triggers when a new note is created.
Try It - New Project
Triggers when a new project is created.
Try It
Related categories
Related categories