Ontraport + Wealthbox CRM
Add new Ontraport contacts to Wealthbox CRM households as members
Maintain up-to-date contact information in both Ontraport and Wealthbox CRM effortlessly with this streamlined workflow. When a new contact is created in Ontraport, the automation adds them as a member of a household in Wealthbox CRM, ensuring consistent organization of your client data. Save time and maintain accurate records across both platforms, simplifying your client management process.
Maintain up-to-date contact information in both Ontraport and Wealthbox CRM effortlessly with this streamlined workflow. When a new contact is created in Ontraport, the automation adds them as a member of a household in Wealthbox CRM, ensuring consistent organization of your client data. Save time and maintain accurate records across both platforms, simplifying your client management process.
- When this happens...New Contact
Triggers when a new contact is added to Ontraport.
- automatically do this!Add Member to Household
Adds a new family member to a household.
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
Last Content
Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
Profile Image
Sequence
Tag
