Wealthbox CRM

Wealthbox CRM Help & Support

  • How to Get Started with Wealthbox CRM on Zapier
  • Popular Things to do with Wealthbox CRM
  • Common Problems with Wealthbox CRM on Zapier

How to Get Started with Wealthbox CRM on Zapier

To get started with Wealthbox CRM on Zapier, first you will need to click to connect your Wealthbox CRM account to use with your Zap.

Click to connect Wealthbox CRM

Next, you'll be asked to enter your Wealthbox CRM's API key.

Wealthbox CRM API Key

To locate your API Key in your Wealthbox CRM account, please follow these steps:

  • Log into Wealthbox.
  • Click the gear icon in the top menu.
  • Click "Personal Settings".
  • Click "API Access".
  • Click "Create Access Token".
  • Copy the generated API token.

Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Wealthbox CRM account will now be successfully connected.

Wealthbox CRM connection successfull

Popular Things to do with Wealthbox CRM

Add new or updated Google contacts as contacts in Wealthbox CRM

Google Contacts + Wealthbox CRM

Try It

Add new Calendly events to Wealthbox

Calendly + Wealthbox CRM

Add new Wealthbox CRM contacts to a MailChimp list

Wealthbox CRM + Mailchimp

Add new Mailchimp subscribers as contacts in Wealthbox CRM

Mailchimp + Wealthbox CRM

Add new ScheduleOnce bookings as new events in Wealthbox CRM

ScheduleOnce + Wealthbox CRM

Add new Evernote reminders to Wealthbox CRM as tasks

Evernote + Wealthbox CRM

Common Problems with Wealthbox CRM on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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