Hippo Video + Wealthbox CRM

Create and send personalized videos for new Wealthbox CRM contacts using Hippo Video

Effortlessly connect Wealthbox CRM with Hippo Video to streamline your communication process. With this automation, whenever a new contact is added in Wealthbox CRM, a personalized video message will be sent using Hippo Video. Save time by eliminating manual tasks and enhance your customer relationships with engaging video messages.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Send Personalized Video
Send personalized video.
ActionWrite

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Supported triggers and actions

What does this mean?

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
Try It
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
Try It

- 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
Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a video.
Trigger
Instant
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Video Watched
Triggers whenever a visitor watches a video.
Trigger
Instant
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Video Email Opened
Triggers when ever a contact opens a video email.
Trigger
Instant
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- EmailRequired
- Assign To
- First Name
- Last Name
- Company Name
Action
Write
- EmailRequired
- VideosRequired
- Sales pagesRequired
- Email TemplatesRequired
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
Action
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
- 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
Annotation Clicked
Triggers when ever a visitor clicks the annotation in a video.
Trigger
Instant
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Lead Generated
Triggers when ever a video generates a new lead.
Trigger
Instant
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Salespage Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a salespage.
Trigger
Instant
Try It
Video Render Completion
Triggers when ever a personalized video is generated
Trigger
Instant
Try It
- VideosRequired
- EmailRequired
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
- Humanize script
- Hippovideo token for background video
- Website URL
Action
Write
- Video Upload URLRequired
- Video TitleRequired
Action
Write

About Hippo Video

Hippo Video is an Interactive Video CX platform that enables sales reps create & share personalized videos at scale to increase engagement.

Related categories

Sales & CRM

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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By team

Hippo Video + Wealthbox CRM

Create and send personalized videos for new Wealthbox CRM contacts using Hippo Video

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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