Heymarket SMS + Wealthbox CRM

Heymarket SMS + Wealthbox CRM integrations

Create and send custom messages in Heymarket SMS for new contacts in Wealthbox CRM

Effortlessly maintain communication with your new Wealthbox CRM contacts by sending them a personalized message via Heymarket SMS. With this workflow, every time you add a new contact in your Wealthbox CRM, a customized text message will be sent to that contact through Heymarket SMS. Save time and strengthen your client relationships with this seamless automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send Custom MessageSends a custom text message.
ActionWrite

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More things you can do with Wealthbox CRM and Heymarket SMS

Discover other triggers and actions you can use with Wealthbox CRM and Heymarket SMS

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
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
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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
- 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
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Inbox
  Required
- Chat Direction
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Phone Number
- Email Address
- Note
- List
- Name
Action
Write
- Action
  Required
- List
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Template
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Phone Number
  Required
- Message
  Required
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
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- 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
- 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
New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Phone Number
- Email Address
- Note
- List
- Name
Action
Write
- Action
  Required
- List
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Template
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Phone Number
  Required
- Message
  Required
Action
Write

About Heymarket SMS

Heymarket SMS is a business texting with customers and employees. Your team gets shared inboxes, templates, and workflows to message quickly and securely from all the major messaging apps in one place.

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Related categories

Phone & SMS

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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Add or update Heymarket SMS contacts for new Wealthbox CRM contacts

Related Zap Templates

Add or update Heymarket SMS contacts for new Wealthbox CRM contacts