Sage Sales Management + Wealthbox CRM

Sage Sales Management + Wealthbox CRM integrations

Create new ForceManager contacts from new Wealthbox CRM contacts

Easily manage your contacts between Wealthbox CRM and ForceManager with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, this automation will create a corresponding contact in ForceManager, helping you keep both systems up to date and ensuring you never miss important client details. Save time and reduce manual entry by connecting Wealthbox CRM and ForceManager effortlessly.

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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Wealthbox CRM and Sage Sales Management

Discover other triggers and actions you can use with Wealthbox CRM and Sage Sales Management

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
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
- 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
Activity Updated
Triggers when an activity is updated.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Calendar Item
Triggers when a new calendar item is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- Status
  Required
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- Owner
- Total
- Year
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
  Required
- Type
  Required
- Owner
  Required
- Date
  Required
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read-only
- External ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Account Value Added Tax identification number
- Public
- Read-only Account
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Activity ID
  Required
- Account
- Type
- Owner
- Date
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
Action
Write
- List
  Required
- Entity ID
  Required
- Description in Spanish
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Sales Order ID
  Required
- Status
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- SalesRepId
- Total
- Year
Action
Write
- User ID
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Name, Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Opportunity Name
  Required
Action
Search
- Opportunity External Id
  Required
Action
Search
- Name, Email or Phone
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- External ID
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- Opportunity External Id
  Required
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or 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
Action
Search
Sales Order Updated
Triggers when a sales order is updated.
Trigger
Instant
Try It
Calendar Item Updated
Triggers when a calendar item is updated.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Order
Triggers when a new sales order is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- List
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Account ID
  Required
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Task or Event
  Required
- Contact
  Required
- Subject
  Required
- Owner
  Required
- Start Date
  Required
- End Date
  Required
- Start Hour
  Required
- End Hour
  Required
- Branch
  Required
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- Contact
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address Line 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Calendar Item ID
  Required
- Task or Event
- Contact
- Subject
- Owner
- Start Date
- End Date
- Start Hour
- End Hour
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- Opportunity ID
- Reference
- Owner
- Sales Probability
- Branch
- Status
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- List
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Help
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- List
  Required
- Field Name
  Required
- Field Value
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Email or Phone
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- External ID
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write

About Sage Sales Management

Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wealthbox CRM