Unbiased Pro + Wealthbox CRM + Filter by Zapier
Create Wealthbox contacts from new Unbiased Pro enquiries received
The Zap creates new contacts in Wealthbox for new Unbiased Pro enquiries received. The contacts will be created when the Enquiry is either Accepted, Rejected, Expires or becomes Unavailable.
The Zap creates new contacts in Wealthbox for new Unbiased Pro enquiries received. The contacts will be created when the Enquiry is either Accepted, Rejected, Expires or becomes Unavailable.
- When this happens...Enquiry Status Change
Triggers when status of an enquiry is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About Unbiased Pro
Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
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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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.