The first, last or full name of the Contact you wish to search for.

Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.

Enter the ID of the Contact that you wish to search for.

Choose a household from the dropdown or use a custom value to populate the household from a previous step.

The contact you wish to associate with the new Event.

The contact you wish to related to this Note.

The contact you wish to associate with the new Opportunity.

The contact you wish to related to this Task.

This field is the Id of the linked Contact, Opportunity, or Project — not its name.

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

Wealthbox CRM

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

By role

By workflow

By company size

Streamline team comms

Drive growth—at scale

By role

Learn more

Get help

Zapier quick-start guide

Developer resources

Wealthbox CRM Integrations

Wealthbox CRM Help & Support

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

Get started for free