Trengo + Wealthbox CRM

Trengo + Wealthbox CRM integrations

Create new Trengo contacts from Wealthbox CRM new contacts

Easily streamline your client management process with this automation workflow between Wealthbox CRM and Trengo. When you add a new contact in Wealthbox CRM, this workflow will create a contact in Trengo, ensuring consistent and updated information across both platforms. Save time and reduce manual data entry, allowing you to focus on building valuable client relationships.

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

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More things you can do with Wealthbox CRM and Trengo

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

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.
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Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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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
- 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
Ticket Label Added
Triggers when a label is added to a conversation.
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Instant
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New Outbound Message
Triggers when an outbound message is created.
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Instant
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Phone Call Missed
Triggers when a phone call is missed.
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Instant
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- Name
- Email
- Phone
Action
Write
- Channel ID
  Required
- Contact Identifier
  Required
- Contact Name
- Message
  Required
- Email Subject
Action
Write
- Webhook URL
  Required
- Contact type
  Required
- Contact name
Action
Write
- Term
- Name
- Email
- Phone
Action
Search or write

New Contact
Triggers when a new contact is created.
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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.
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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
Action
Search
New Inbound Message
Triggers when an inbound message is created.
Trigger
Instant
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New Internal Note
Triggers when an internal note is created.
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Instant
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Phone Call Ended
Triggers when a phone call has ended.
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Instant
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Phone Call Started
Triggers when a phone call has started.
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Instant
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- Channel ID
  Required
- Phone
  Required
- Direction
  Required
- Contact name
- Note
- Duration
- Recording URL
Action
Write
- WhatsApp Message Template ID
  Required
- Recipient Phone number
  Required
- Dynamic Content
Action
Write
- Term
Action
Search

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

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Related categories

Customer Support

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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