Kixie + Wealthbox CRM

Kixie + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to Kixie powerlists for organized outreach

Easily keep your sales pipeline up-to-date with this seamless workflow between Wealthbox CRM and Kixie. When a new contact is added in Wealthbox CRM, the contact will be added to a Powerlist in Kixie, ensuring your sales team stays organized and productive. No more manual data entry means you can focus on closing deals and nurturing relationships.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add to PowerlistAdds a phone number to a Kixie Powerlist.
ActionWrite

Start free with email

Start free with Google

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

More things you can do with Wealthbox CRM and Kixie

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

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
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
- Powerlist ID
  Required
- Phone Number
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- First Name
- Last Name
- Email
- Title
- Company Name
- Next Call Refresher
- Duplicate Handling
  Required
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
- Display Name
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Team SMS ID
  Required
- Kixie Team SMS Phone Number
- Target Phone Number
  Required
- SMS Message
  Required
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
- Sender Email Address
  Required
- Phone Number
  Required
- SMS Message
  Required
- Country Code
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Action Display Name
- Action Type
  Required
- Queue ID
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Queue ID
  Required
Action
Write
- Phone Number
  Required
- Powerlist ID
  Required
Action
Write

About Kixie

Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.

Learn moreLearn moreHelpHelp

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)

Similar apps

Zapier Forms

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

Related Zap Templates

Add new Wealthbox CRM contacts to Kixie cadences automatically

Related Zap Templates

Add new Wealthbox CRM contacts to Kixie cadences automatically