Kulea + Wealthbox CRM

Kulea + Wealthbox CRM integrations

Create new Kulea contacts from new Wealthbox CRM contacts

Effortlessly maintain your client database with this simple workflow between Wealthbox CRM and Kulea. When you add a new contact in Wealthbox CRM, the automation will instantly create a corresponding contact in Kulea, ensuring both systems stay up-to-date. Save time and ensure accuracy by streamlining your contact management process with this seamless connection.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create New ContactCreate Kulea Contact.
ActionWrite

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More things you can do with Wealthbox CRM and Kulea

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

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
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
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Unsubscribe
Triggers when a contact unsubscribes. If you prepend "https://{account}.prod.kulea.marketing/email/" in the Email link field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Email Opened Event
Triggers when an email is opened by a contact. The link to the email is partially contained in the Email Link field. If you prepend "https://{account}.prod.kulea.marketing/email/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Form Completed
Triggers whenever a Form is completed by the contact. If you prepend "https://{account}.prod.kulea.marketing/pages/" to the Description field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Link Clicked Event
Triggers when a contact clicks on a link in an email. The link clicked is contained within the Link Click field - you may want to extract the url in another step using Zapier Transform>Text>Extract URL
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
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- Email
  Required
- Forename
- Surname
Action
Write
- Email
  Required
- Forename
- Surname
Action
Search or write

New Contact
Triggers when a new contact is created.
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Instant
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New Event
Triggers when a new event is created.
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Instant
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New Opportunity
Triggers when a new opportunity is created.
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Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- 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
Email Bounced Event
Triggers when an email is bounced NB: This reports only 'hard' (permanent) bounces. If you prepend the Email Link field with "https://{account}.prod.kulea.marketing/email/" then you will have the full link to the email from which the contact unsubscribed. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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File Downloaded Event
Triggers when a file is downloaded. If you prepend "https://{account}.prod.kulea.marketing/" then you will have the link to the download. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Landing Page Visit Event
Triggers when a Landing Page is visited by a contact. If you prepend the Description field with "https://{account}.prod.kulea.marketing/pages/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
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Webpage Visit
Triggers when a contact visits a webpage. The link to the page visited is in the Description field.
Trigger
Polling
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- Email
  Required
Action
Search

About Kulea

Kulea is a marketing automation and personalisation platform build for SMEs.

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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)

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Zapier Forms

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