HL Pro Tools + Wealthbox CRM

HL Pro Tools + Wealthbox CRM integrations

Create HL Pro Tools contacts for new Wealthbox CRM entries

Effortlessly keep your contacts up-to-date across Wealthbox CRM and HL Pro Tools with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will create a new contact in HL Pro Tools, ensuring consistency and saving you time. Streamline your contact management process and maintain clean, organized contact profiles in both applications.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ContactCreate a New Contact for selected location with given details
ActionWrite

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More things you can do with Wealthbox CRM and HL Pro Tools

Discover other triggers and actions you can use with Wealthbox CRM and HL Pro Tools

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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Instant
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New Note
Triggers when a new note is created.
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Instant
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New Project
Triggers when a new project is created.
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Instant
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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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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
- 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
- Select Location
  Required
- Campaign ID
  Required
- Contact ID
  Required
Action
Write
- Select Location
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Gender
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Backup Email Address
- Password
- Phone
- User Type
  Required
- User Role
  Required
- Select Locations
  Required
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Conversations Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Event ID
  Required
Action
Write
- Select Location
  Required
- Event ID
  Required
- Calendar ID
- Start Time
- End Time
- Title
- Appointment Status
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Select Location
  Required
- Contact ID
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- Select Location
  Required
- Customer ID
  Required
- Subscription ID
  Required
Action
Write
- Select Location
  Required
- Contact ID
- Contact Email
- Workflow Name
  Required
Action
Write
- Select Location
  Required
- Group ID
- Show Drafted?
Action
Search
- Select Location
  Required
- Contact ID
- Contact Query
Action
Search
- Location ID
- Location Name
- Location Email Address
Action
Search
- User ID
- Email Address
Action
Search

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
Try It
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
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
Action
Search
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Trigger
Instant
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- Select Location
  Required
- Calendar ID
  Required
- Contact ID
  Required
- Start Time
  Required
- End Time
- Title
- Appointment Status
- Assigned User ID
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Business Name
  Required
- Phone
  Required
- Address
  Required
- City
  Required
- State
  Required
- Country
  Required
- Postal Code
  Required
- Website
- Timezone
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Custom Values
Action
Write
- Select Location
  Required
- Contact ID
  Required
Action
Write
- Select Locations
  Required
Action
Write
- Select Existing Location
  Required
- Stripe Account ID
  Required
- Name
  Required
- Email
  Required
- Stripe Customer ID
  Required
Action
Write
- Select Existing Location
  Required
- Business Name
- Phone
- Address
- City
- State
- Country
- Postal Code
- Website
- Timezone
- First Name
- Last Name
- Email
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Snapshot override
- Custom Values
Action
Write
- Select User
  Required
- First Name
- Last Name
- Email Address [ NOT OPERATIONAL ]
- Password
- Phone
- User Type
- User Role
- Select Locations
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Conversations Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Calendar ID
  Required
Action
Search
- Select Location
  Required
- Start Time
  Required
- End Time
  Required
- Calendar ID
- Group ID
- User ID
Action
Search
- Select Existing Location
  Required
- Custom Value Name
  Required
Action
Search
- Customer ID
- Subscription ID
Action
Search

About HL Pro Tools

HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.

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About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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