Wealthbox CRM Integrations

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Scheduling & Booking


Scheduling & Booking


Email Newsletters

80 Integrations

Connect Wealthbox CRM to 2,000+ Apps

  • Add new or updated Google contacts as contacts in Wealthbox CRM

    Google Contacts + Wealthbox CRM

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  • 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

Wealthbox CRM Integration Details

The following Wealthbox CRM Triggers, Searches, Filters, and Actions are supported by Zapier:


InstantNew Contact

Triggers when a new contact is created.

InstantNew Task

Triggers when a new task is created.

InstantNew Note

Triggers when a new note is created.

InstantNew Project

Triggers when a new project is created.

InstantNew Workflow

Triggers when a new workflow is created.

InstantNew Event

Triggers when a new event is created.

InstantNew Comment

Triggers when a new comment is created.

InstantNew Opportunity

Triggers when a new opportunity is created.

InstantTask Complete

Triggers when a Task has been completed. Non-repeating tasks only.

InstantWorkflow Step Complete

Triggers when an existing workflow step is completed.


Create Contact

Creates a new contact.

Create Task

Creates a new task.

Create Note

Creates a new note.

Create Project

Creates a new project.

Start Workflow

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Create Event

Creates a new event.

Add Member to Household

Adds a new family member to a household.

Create Opportunity

Creates a new opportunity.

Create Household

Creates a new household.


Find Contact

Find a contact.

Connect Wealthbox CRM to 2,000+ Apps