Stikkum + Wealthbox CRM

Stikkum + Wealthbox CRM integrations

Create and update Stikkum leads when new Wealthbox CRM contacts are added

Keep your Wealthbox CRM contacts and Stikkum leads up-to-date effortlessly with this automation. Once set up, every time you add a new contact in Wealthbox CRM, the details will be saved or updated as a lead in Stikkum. Stay organized and never worry about manually updating your leads again.

When this happens...
New ContactTriggers when a new contact is created.
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automatically do this!
Save or Update ContactsSaves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
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More things you can do with Wealthbox CRM and Stikkum

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

New Comment
Triggers when a new comment is created.
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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
New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Trigger
Instant
Try It
- iLink Alert Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- State
- City
- Zip Code
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
- Email
- Phone
Action
Write
- From database
  Required
- To database
  Required
- Note:
- First Name
- Last Name
- Email
- Mobile Number
- Phone Number
- Address
- Zipcode
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
- Behavior Events
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Database Name
  Required
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- City
- State
- Zip Code
- Company Name
- Agent Full Name
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
- Date of Birth
- Closing Date
- Type of loan
- EPO Date
- Fields to Exclude from Update
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Database Name
  Required
- Snooze Period (days)
  Required
Action
Write

About Stikkum

Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.

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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.