PriceHubble + Wealthbox CRM

PriceHubble + Wealthbox CRM integrations

Create PriceHubble valuations for new Wealthbox CRM contacts

Streamline your real estate valuation process with this workflow between Wealthbox CRM and PriceHubble. When a new contact is added in Wealthbox CRM, it will automatically trigger a valuation request in PriceHubble, providing you with valuable insights on property value. Save time and make informed decisions with seamless data accessibility across both platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
ValuationValue a property
ActionWrite

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More things you can do with Wealthbox CRM and PriceHubble

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

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
Try It
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
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
- title
- description
- dealType
- buildingYear
  Required
- houseNumber
  Required
- street
  Required
- postCode
  Required
- city
  Required
- countryCode
  Required
- propertyType code
  Required
- livingArea
  Required
- landArea
- numberOfRooms
- numberOfBedrooms
- floorNumber
- numberOfFloorsInBuilding
- numberOfBathrooms
- numberOfIndoorParkingSpaces
- numberOfOutdoorParkingSpaces
- condition_bathrooms
- condition_kitchen
- condition_flooring
- condition_windows
- condition_masonry
- quality_bathrooms
- quality_kitchen
- quality_flooring
- quality_windows
- quality_masonry
- imagesFileName
- imagesCaption
- propertyType Subcode
- balconyArea
- gardenArea
- Energy Label
- hasLift
- renovationYear
- Volume
- hasPool
- hasSauna
- isNew
- numberOfUnits
- annualRentIncome
Action
Write
- countryCode
  Required
- sourceTransactionId
  Required
- sourceOfferId
- description
- fullSourceData
- propertyTypeCode
  Required
- houseNumber
  Required
- street
  Required
- postCode
  Required
- city
  Required
- livingArea
  Required
- buildingYear
- landArea
- balconyArea
- gardenArea
- volume
- numberOfRooms
- numberOfBedrooms
- numberOfBathrooms
- numberOfIndoorParkingSpaces
- numberOfOutdoorParkingSpaces
- floorNumber
- hasLift
- numberOfFloorsInBuilding
- transactionDate
  Required
- salePrice
  Required
- transactionsStatus
  Required
- originalOfferPrice
- preSaleDate
- feesAmount
- images
Action
Write
- image
  Required
Action
Write
- countryCode
  Required
- statistics_metric
  Required
- statistics_type
  Required
- filters_dealType
  Required
- filter_propertyType
- filters_divisionLevel100
- filters_divisionLevel8
- filters_difisionLevel6
- filters_numberOfRoomsMin
- filters_numberOfRoomsMax
- filters_buildingYearMin
- filters_buildingYearMax
- filters_livingAreaMin
- filters_livingAreaMax
- filters_salePriceMin
- filters_salePriceMax
- filters_rentGrossMin
- filters_rentGrossMax
- filters_isNew
- filters_isActive
- dossierId
- filters_startDateMin
  Required
- filters_startDateMax
  Required
- currency
  Required
- statisticsParametersPercentileRank
- statisticsParametersPercentileValue
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
- dossierId
Action
Write
- Transaction id
  Required
- countryCode
  Required
Action
Write
- dossierId
  Required
- daysToLive
  Required
- countryCode
  Required
- locale
  Required
Action
Write
- buildingYear
  Required
- dealType
  Required
- houseNumber
  Required
- street
  Required
- postCode
  Required
- city
  Required
- countryCode
  Required
- Property Code
  Required
- propertyType Subcode
- valuationDate
  Required
- livingArea
  Required
- landArea
- numberOfRooms
- numberOfBedrooms
- numberOfBathrooms
- numberOfIndoorParkingSpaces
- numberOfOutdoorParkingSpaces
- dossierId
- condition_bathrooms
- condition_kitchen
- condition_flooring
- condition_windows
- condition_masonry
- quality_bathrooms
- quality_kitchen
- quality_flooring
- quality_windows
- quality_masonry
- gardenArea
- balconyArea
- hasLift
- floorNumber
- numberOfFloorsInBuilding
- isFurnished
- isNew
- Energy Label
- Renovation Year
- Volume
- hasPool
- hasSauna
Action
Write

About PriceHubble

PriceHubble is the leading provider of residential real estate valuation and analyses.

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Related categories

Analytics

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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Related categories

CRM (Customer Relationship Management)

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