beeviral + Wealthbox CRM

beeviral + Wealthbox CRM integrations

Create or update beeviral customers from new Wealthbox CRM contacts

Effortlessly maintain your customer data with this intuitive workflow between Wealthbox CRM and beeviral. When you add a new contact in Wealthbox CRM, the automation will create or update a customer in beeviral, ensuring your information stays up-to-date across both platforms. Say goodbye to manual data entry and hello to streamlined customer management.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update CustomerCreate a customer in your campaign ou update data for existing customer
ActionWrite

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More things you can do with Wealthbox CRM and beeviral

Discover other triggers and actions you can use with Wealthbox CRM and beeviral

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- 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
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
- 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
New Recommendation
Triggers when a new indication is registered in the INDEXIA. Use this event to record the information in your CRM or Email Marketing Automation Software.
Trigger
Instant
Try It
- Campaing
  Required
- email
  Required
- name
  Required
- company
- phone
- IP
- request for indication? (Y or N)
  Required
Action
Write
- Refer email
  Required
- Status
  Required
- Value
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
- 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
- Campaing
  Required
- email
  Required
- name
  Required
- company
- phone
- IP
- request for indication? (Y or N)
  Required
Action
Write
- Campaing
  Required
- email customer / influencer
  Required
- Referee email
  Required
- Referee Name
  Required
- channel
  Required
- status
  Required
- value
- message
- phone
Action
Write
- Id Recommendation
  Required
- Status
  Required
- Value
Action
Write

About beeviral

beeviral is a referral marketing automation platform.

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Related categories

Marketing Automation

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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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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