Wealthbox CRM

Wealthbox CRM Integrations

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Calendly

Scheduling & Booking

ScheduleOnce

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

30 Integrations

Connect Wealthbox CRM to 1,500+ 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

Launched on Zapier:

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

Triggers

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.

Actions

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.

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