Hello Audio + Wealthbox CRM

Hello Audio + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to Hello Audio as listener metadata

Easily manage your Wealthbox CRM contacts and keep your Hello Audio listeners updated with this seamless automation. Whenever a new contact is added in Wealthbox CRM, this workflow instantly updates your listener metadata in Hello Audio. Stay organized and save time by streamlining your contact management process and enhancing your audio content engagement.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Change Listener MetadataAdd first or last names, or tag the listener inside Hello Audio.
ActionWrite

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More things you can do with Wealthbox CRM and Hello Audio

Discover other triggers and actions you can use with Wealthbox CRM and Hello Audio

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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New Note
Triggers when a new note is created.
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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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
- Feed
  Required
Trigger
Polling
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- Feed Id
- Lower Limit
  Required
- Upper Limit
  Required
Trigger
Polling
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- Feed
  Required
- Media URL
  Required
- Episode Title
- Published Status
- Episode Description
- Scheduled Publish Date (Date-Based feeds only)
- Drip Days (Drip feeds only)
- Drip Expiration (Drip Feeds Only)
- Season (Seasonal Feeds only)
- Explicit Content (Public Feeds Only)
- Limit to Listeners with Tag
Action
Write
- Feed ID
  Required
- Email
  Required
- Listener Status
- Start Date
- Re-activate Subscribe Page
Action
Write
- Feed ID
  Required
- Listener's Email Address
  Required
- Custom Email Message
Action
Write

New Contact
Triggers when a new contact is created.
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Instant
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New Event
Triggers when a new event is created.
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New Opportunity
Triggers when a new opportunity is created.
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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New Workflow
Triggers when a new workflow is created.
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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
- Feed
Trigger
Polling
Try It
- Feed
- Episode
Trigger
Polling
Try It
- Feed Id
  Required
- Number of Downloads
  Required
Trigger
Polling
Try It
- Feed
  Required
- Email
  Required
- Send Email?
  Required
- Email Content
Action
Write
- Email
  Required
- First Name
- Last Name
- Full Name
- Phone
- Add Tags
- Remove Tags
Action
Write

About Hello Audio

HelloAudio.fm is the audio host for digital marketers and course creators to reach their audience where they’re already listening.

Learn moreLearn moreHelpHelp

Related categories

Video & Audio

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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