Hello Audio + Wealthbox CRM

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 Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Change Listener Metadata
Add first or last names, or tag the listener inside Hello Audio.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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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
- 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
- Feed
Trigger
Polling
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- Feed
- Episode
Trigger
Polling
Try It
- Feed IdRequired
- Number of DownloadsRequired
Trigger
Polling
Try It
- FeedRequired
- EmailRequired
- Send Email?Required
- Email Content
Action
Write
- EmailRequired
- First Name
- Last Name
- Full Name
- Phone
- Add Tags
- Remove Tags
Action
Write

New Contact
Triggers when a new contact 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
- FeedRequired
Trigger
Polling
Try It
- Feed Id
- Lower LimitRequired
- Upper LimitRequired
Trigger
Polling
Try It
- FeedRequired
- Media URLRequired
- 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 IDRequired
- EmailRequired
- Listener Status
- Start Date
- Re-activate Subscribe Page
Action
Write
- Feed IDRequired
- Listener's Email AddressRequired
- Custom Email Message
Action
Write