Outplay + Wealthbox CRM

Outplay + Wealthbox CRM integrations

Create Outplay prospects from new Wealthbox CRM contacts

Effortlessly manage your sales pipeline by connecting Wealthbox CRM and Outplay. With this workflow, whenever you add a new contact in Wealthbox CRM, their information will be saved as a prospect in Outplay. This seamless process helps you stay organized and ensures no valuable lead is overlooked, making lead nurturing and conversion even more efficient.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Save ProspectCreate or Update Prospect and Adds to Sequence based on the provided Sequence Identifier
ActionWrite

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More things you can do with Wealthbox CRM and Outplay

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

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
- Contact ID
  Required
- 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
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
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
Meeting Booked
Triggers when meeting is booked.
Trigger
Instant
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New Prospect
Triggers when Prospect is created in Outplay.
Trigger
Instant
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Update Prospect
Triggers when Prospect is updated in Outplay.
Trigger
Instant
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- Meeting Slug
  Required
- Fields
  Required
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
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
Action
Search
Mail Received
Triggers on receiving a mail from Prospect in Outplay.
Trigger
Instant
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Prospect Note Added
Triggers when new note is added to a prospect.
Trigger
Instant
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Optout Prospect
Triggers when Prospect has opted out in Outplay.
Trigger
Instant
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- Email
- FirstName
- LastName
- Phone
- Title
- TimeZone(IANA)
- Linkedin
- Facebook URL
- Twitter Handle
- City
- State
- Country
- Company
- SequenceIdentifier
- Tags
- Fields
Action
Write

About Outplay

Outplay is a sales engagement tool which helps in adding a personalized touch to the Emails, Calls and Social Actions.

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Related categories

CRM (Customer Relationship Management)

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About Wealthbox CRM