KickoffLabs + Wealthbox CRM

Create and update KickoffLabs leads from new Wealthbox CRM contacts

Effortlessly manage your leads by connecting Wealthbox CRM and KickoffLabs with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, it instantly adds or updates the lead in KickoffLabs, ensuring your marketing efforts remain effective and organized. Save time and boost efficiency with this streamlined automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add or Update Lead
Adds a new lead to your campaign or updates values on a lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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

- 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
Lead Generated a Referral
Triggers when a lead gets another lead to signup for your campaign.
Trigger
Instant
Try It
Lead Score Change
Triggers when a leads score changes.
Trigger
Instant
Try It
Lead Marked as Verified
Triggers when a lead clicks on a verification link.
Trigger
Instant
Try It
- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead Parent Social ID
- Lead IP
- Lead Bonus Points
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
- PointsRequired
- MessageRequired
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Social ID
Action
Search

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
Lead Marked as Fraudulet
Triggers when KickoffLabs has scanned and marked a lead as fraudulent.
Trigger
Instant
Try It
Lead Reward Level Reached
Triggers when a lead achieves a reward level in your campaign.
Trigger
Instant
Try It
Lead Tagged
Triggers when a Lead Tag has been applied to a lead.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added to your campaign.
Trigger
Instant
Try It
- Lead EmailRequired
Action
Write
Get Campaign Stats
This will return some of your campaign stats.
Action
Write
- Lead EmailRequired
- Campaign Action
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Lead Parent Social ID
- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead IP
- Lead Bonus Points
Action
Search or write

About KickoffLabs

KickoffLabs allows you to create giveaway campaigns in minutes!

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

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

CAPABILITIES

By team

KickoffLabs + Wealthbox CRM

Create and update KickoffLabs leads from new Wealthbox CRM contacts

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