Productive.io + Wealthbox CRM

Productive.io + Wealthbox CRM integrations

Create deals in Productive.io for new Wealthbox CRM contacts

Effortlessly manage your sales process and save time by automating the task of creating deals when you add new contacts in Wealthbox CRM. With this workflow, whenever a new contact is added to Wealthbox CRM, a corresponding deal will be created in Productive.io. This seamless connection ensures that your sales pipeline stays up-to-date and organized, giving you more time to focus on building valuable relationships with your customers.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create DealCreate new deal.
ActionWrite

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More things you can do with Wealthbox CRM and Productive.io

Discover other triggers and actions you can use with Wealthbox CRM and Productive.io

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
Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
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Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
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Contact Update
Triggers when Contact is updated.
Trigger
Instant
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Deal Update
Triggers when Deal is updated.
Trigger
Instant
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Expense Update
Triggers when Expense is updated.
Trigger
Instant
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New Booking
New booking created.
Trigger
Instant
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New Contact
New contact created.
Trigger
Instant
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New Expense
Triggers when Expense is updated.
Trigger
Instant
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New Project
New project created.
Trigger
Instant
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Project Update
Triggers when project is updated.
Trigger
Instant
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Task Update
Triggers when Task is updated.
Trigger
Instant
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- Name
  Required
- Due Days
- Default Currency
- Description
Action
Write
- Name
  Required
- Company
  Required
- Currency
  Required
- Responsible
  Required
- Probability
  Required
- Contact
- Document Type
- Deal Status
  Required
- Sales Status
- Number
- Deal Members
Action
Write
- Title
  Required
- Project
  Required
- Task List
  Required
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Company Name
  Required
Action
Search
- Email
  Required
Action
Search

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
- 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
Booking Update
Triggers when Booking is updated.
Trigger
Instant
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Budget Update
Triggers when budget is updated.
Trigger
Instant
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Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
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Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
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Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
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New Budget
Triggers when new Budget is created.
Trigger
Instant
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New Deal
New deal created.
Trigger
Instant
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New Invoice
New invoice created.
Trigger
Instant
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New Task
New task created.
Trigger
Instant
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Task Deleted
Triggers when Task is deleted.
Trigger
Instant
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- Person
  Required
- Type
  Required
- Start Date
  Required
- End Date
  Required
- Time
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Job Title
- Company
Action
Write
- Name
  Required
- Company
  Required
- Project Manager
  Required
- Workflow
  Required
- Access
  Required
Action
Write
- Name
  Required
- Project
  Required
- Board
Action
Write
- Email
  Required
Action
Search
- Company Name
  Required
- Name
  Required
- Due Days
- Default Currency
- Description
Action
Search or write

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

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Related categories

Project Management

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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