Marketo + Wealthbox CRM

Initiate Wealthbox CRM workflows for new Marketo leads

Streamline your lead management process with this seamless integration between Marketo and Wealthbox CRM. When a new lead is created in Marketo, a workflow will be initiated in Wealthbox CRM, ensuring efficient tracking and nurturing of your potential clients. Save time and stay organized by automating this crucial step in your sales funnel.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
ActionWrite

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Supported triggers and actions

What does this mean?

- Form
Trigger
Scheduled
Try It
New Program
Triggers when a new program is created.
Trigger
Scheduled
Try It
- ListRequired
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write

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

- List
- Additional Fields
Trigger
Scheduled
Try It
- List
- Additional Fields
Trigger
Scheduled
Try It
- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
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

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn more Help

Related categories

Marketing Automation

Similar apps

HubSpot

Marketing Automation

Pardot

Marketing Automation

Intercom

Customer Support

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

Marketo + Wealthbox CRM

Initiate Wealthbox CRM workflows for new Marketo leads

New Form Submission

Form

New Program

Add Lead to List

LeadRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Lead

E-Mail AddressRequired

Additional fields to retrieve

Partition

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

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

Create Note

Related Contact

Type

ContentRequired

Tags

Create Project

NameRequired

DescriptionRequired

Organizer

Create Household

NameRequired

TypeRequired

Tags

Email Address

Email Type