Sperse + Wealthbox CRM

Sperse + Wealthbox CRM integrations

Create or update Sperse contacts from new Wealthbox CRM contacts

Effortlessly keep your Wealthbox CRM and Sperse apps in sync with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation will add or update the contact in your Sperse app, ensuring consistent and up-to-date contact information across both platforms. Save time and reduce manual data entry, allowing you to focus on more important tasks.

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

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More things you can do with Wealthbox CRM and Sperse

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

New Comment
Triggers when a new comment is created.
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- Plan Limitation
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New Note
Triggers when a new note is created.
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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
New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
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- Match Existing Contact
- Override Lists
- Ignore Invalid Values
- Contact XREF
- Contact Type
  Required
- Create User
- User Password
- Send Welcome Email
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Driving License
- Driving License State
- Is Active Military Duty
- Is US Citizen
- Preferred Time of Day
- Person Affiliate Code
- Personal
- Alternative Personal
- Other Personal
- Work
- Alternative Work
- Other Work
- Mobile
- Mobile Ext
- Home
- Home Ext
- Work
- Work Ext
- Work 2
- Work 2 Ext
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Website
- LinkedIn
- Photo URL
- Facebook
- Instagram
- Twitter
- Google Reviews
- AngelList
- Zoom
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Company Name
- Organization Type
- Is Employed
- Job Title
- Employment Start Date
- Employee Count
- Date Founded
- EIN
- Annual Revenue
- Industry
- Company Phone
- Company Phone Extention
- Company Fax Number
- Company Email
- Company Website
- Company Facebook
- Company LinkedIn
- Company Instagram
- Company Twitter
- Company Google Reviews
- Company Crunchbase
- Company BBB URL
- Company Zoom
- Company Calendly
- Company Logo URL
- Company Affiliate Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Source Code
- Channel Code
- Affiliate Code
- Campaign ID
- Google Click ID
- Referer URL
- Applicant ID
- Application ID
- IP Address
- User Agent
- Site ID
- Site URL
- Date Created
- Entry URL
- Lead Stage Name
- Star
- Rating
- Tags
- Lists
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- UTM Keyword
- UTM AdGroup
- UTM Name
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
Action
Write
- Product Type
  Required
- Product Name
  Required
- SKU
  Required
- Description
- Description HTML
- Logo Url
- Group Name
- Price
- Currency Id
- Unit
Action
Write
- External Contact ID
  Required
- Product Code
  Required
- Payment Period Type
  Required
- Is it Recurring Billing
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
- 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
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Match Existing Contact
- Contact Type
  Required
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Company Name
- Job Title
- Industry
- Work
- Personal
- Other
- Website
- LinkedIn
- Photo URL
- Work
- Home
- Mobile
- Street
- Address 2
- City
- State Name
- State Code
- Zip Code
- Country Name
- Country Code
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Source Code
- Channel Code
- Affiliate Code
- Referer URL
- Entry URL
Action
Write
- Contact Id
- Contact Xref
- Invoice Description
- Date of the Invoice
  Required
- Currency Id
  Required
- Due Date of the Invoice
- Grand Total
  Required
- Company
- First Name
- Last Name
- Phone
- Email
- Country Id
- State Id
- State Name
- City
- Zip
- Address 1
- Address 2
- Neighborhood
- Company
- First Name
- Last Name
- Phone
- Email
- Country Id
- State Id
- State Name
- City
- Zip
- Address 1
- Address 2
- Neighborhood
- Quantity
  Required
- Description
- Rate
  Required
- Total Item Price
  Required
- Unit Id
  Required
- Commissionable Amount
- Product Code
- Purchase Order No.
- Invoice No.
  Required
- Invoice Note
- Discount Total
  Required
- Shipping Total
  Required
- Tax Total
  Required
- Date
- Description
- Amount
- Gateway Name
- Gateway Transaction Id
- Historical Data
  Required
- Status
  Required
Action
Write
- Contact Id
- Contact Xref
- Affiliate Code
- User Id
- User Email
Action
Write

About Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.

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About Wealthbox CRM

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