Wealthbox CRM

Wealthbox CRM Integrations

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

    Leverage Google Contacts and Zapier to add new contacts to your Wealthbox CRM account without wasting your time. Once set up, this Google Contacts-Wealthbox CRM integration will trigger with every contact you add or update on Google Contacts, also adding it to Wealthbox CRM with every detail you need.

    Note: This will not import existing Google Contact contacts, only add new Google Contacts to your Wealthbox CRM account.

    How It Works

    1. A new contact is added to Google Contacts
    2. Zapier adds a new contact to your Wealthbox CRM account

    What You Need

    • Google account
    • Wealthbox CRM account
  • Add new Calendly events to Wealthbox

    Leverage the convenience of allowing your clients to schedule appointments using Calendly while continuing to manage all of your client's events on Wealthbox CRM. Once setup, this Calendly-Wealthbox CRM integration will automatically add a new Wealthbox CRM event for every new event created using Calendly, making sure you always have complete visibility.

    Note: This Zapier integration will not import existing Calendly events into your Wealthbox CRM account. It will only import new Calendly events once the integration has been setup.

    How It Works

    1. A new event is created on Calendly
    2. Zapier creates a new event in Wealthbox CRM

    What You Need

    • Calendly account
    • Wealthbox CRM account
  • Add new Wealthbox CRM contacts to a MailChimp list

    Instead of performing a one-time import of your Wealthbox contacts to a MailChimp subscriber list, leverage Zapier do it for you. After you've set it all up, this Wealthbox CRM-MailChimp integration will automatically add any new contact in your Wealthbox CRM account to your MailChimp subscriber list as they are created.

    Note: This Zapier integration doesn't import already existing contacts from your Wealthbox CRM account into your MailChimp subscribers list, just new contacts after the Zap is turned on.

    How It Works

    1. A new contact is added on Wealthbox CRM
    2. Zapier adds a new subscriber to MailChimp

    What You Need

    • Wealthbox CRM account
    • MailChimp account
  • Add new Mailchimp subscribers as contacts in Wealthbox CRM

    Importing your subscribers regularly takes time that's better spent on more important work. Let Zapier handle those tedious tasks by setting up this MailChimp-Wealthbox integration. It will then trigger with every new subscriber detected on MailChimp, making sure it's added to Wealthbox CRM as well so you're never missing anyone.

    Note: This Zapier integration doesn't import already existing subscribers into Wealthbox CRM, just new subscribers after the Zap is turned on.

    How It Works

    1. A new subscriber is added on MailChimp
    2. Zapier adds that subscriber to your Wealthbox CRM account as a contact

    What You Need

    • Mailchimp account
    • Wealthbox CRM account
  • Add new ScheduleOnce bookings as new events in Wealthbox CRM

    ScheduleOnce makes it easy to set up bookings, but they're also needed on your CRM for reference. Set up this automation, and we'll make sure they're copied over. From then on, whenever a new booking is created on ScheduleOnce, an event will be added to match it on Wealthbox, keeping you on time no matter where you look.

    Note: This Zapier integration will not import existing ScheduleOnce bookings into your Wealthbox CRM account. It will only import new ScheduleOnce bookings once the integration has been setup.

    How It Works

    1. A new booking is created on ScheduleOnce
    2. Zapier adds a new event in your Wealthbox CRM account

    What You Need

    • ScheduleOnce account
    • Wealthbox CRM account
  • Add new Evernote reminders to Wealthbox CRM as tasks

    Stop managing reminders related to your clientele on multiple apps—bring them all into Wealthbox automatically. Once active, this Zap will take any new reminders created in Evernote and add them to your Wealthbox CRM account as tasks: Now they can all be managed in one place.

    Note: Zapier will not add any Evernote reminders that were added before this Zap was enabled. Only new reminders created after this Zap was enabled will be added.

    How It Works

    1. A new reminder is created on Evernote
    2. Zapier adds a new task to your Wealthbox CRM account

    What You Need

    • Evernote account
    • Wealthbox account
  • Add new Facebook Lead Ad leads as new contacts in Wealthbox CRM

    Keeping your CRM up-to-date with new leads can be difficult if you are manually loading lists into it. Let Zapier do this heavy lifting for you! Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Wealthbox CRM for you, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-Wealthbox CRM integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new contact in Wealthbox CRM

    Apps involved

    • Facebook Lead Ads
    • Wealthbox CRM
  • Add new Wealthbox CRM tasks as Evernote reminders

    Instead of being forced to manage tasks and reminders across multiple platforms, allow Zapier to consolidate your reminders from Wealthbox CRM and Evernote into your Evernote. Once set up, this Wealthbox CRM - Evernote integration will automatically add any new tasks created on Wealthbox CRM to Evernote as reminders so you never lose track of your todos.

    Note: This Zapier integration doesn't import already existing tasks into Evernote, just new tasks after the Zap is turned on.

    How It Works

    1. A new task is created on Wealthbox CRM
    2. Zapier creates a new reminder in Evernote

    What You Need

    • Wealthbox CRM account
    • Evernote account
  • Add contacts to Wealthbox CRM from new Wufoo entries

    Instead of manually adding new contacts from your Wufoo form, allow Zapier to create new contacts directly from your Wufoo form. Set up this Wufoo-Wealthbox CRM integration, and whenever you receive a new form submission on Wufoo, it will automatically add a new contact on Wealthbox CRM so you never have to yourself.

    How It Works

    1. A new form entry is received on Wufoo
    2. Zapier adds a contact to Wealthbox CRM

    What You Need

    • Wufoo account
    • Wealthbox CRM account
  • Create new Wealthbox CRM contacts for new PreciseFP clients and prospects

    Leverage Zapier to add new PreciseFP clients and prospects to your Wealthbox CRM without wasting time. This integration will automatically create a new Wealthbox CRM contact when a new client or prospect is created in PreciseFP.

    How this PreciseFP-Wealthbox CRM integration works.

    1. New client/prospect is created in PreciseFP
    2. Zapier creates a new contact in Wealthbox CRM

    Apps involved

    • PreciseFP
    • Wealthbox CRM
  • Add Wealthbox CRM tasks when PreciseFP forms are closed

    Reviewing all of your PreciseFP forms may prove quite a challenge. To make the reviewing process easier, this integration will create a new Wealthbox CRM task every time a PreciseFP form is closed by one your clients or prospects.

    How this PreciseFP-Wealthbox CRM integration works.

    1. New form is closed in PreciseFP
    2. Zapier adds a new task to Wealthbox CRM

    Apps involved

    • PreciseFP
    • Wealthbox CRM
  • Add new YouCanBook.Me bookings as events in WealthBox

    Having a clear picture of the day ahead can help you be more productive, but flipping back and forth between calendars can waste your time. Use this Zapier integration to help you out. After you set it up, whenever a new booking is made via YouCanBook.Me, that event will be added to WealthBox, so you can have the day's events in one, easy-to-access place.

    How this YouCanBook.Me-WealthBox integration works

    1. A new booking is made in YouCanBook.Me
    2. Zapier adds this booking as an event in WealthBox

    Apps involved

    • YouCanBook.Me
    • WealthBox
  • Complete WebMerge documents with new Wealthbox CRM contacts info

    Need to populate contracts, proposals, agreements and other documents with contact info stuck in your other apps? Setup this Wealthbox-WebMerge integration and each time you add a new contact to Wealthbox CRM, Zapier use the contact info to complete a WebMerge template.

    How this Wealthbox-WebMerge integration works

    1. A new contact is created in Wealthbox CRM
    2. Zapier automatically sends data to WebMerge

    Apps involved

    • Wealthbox CRM
    • WebMerge
  • Send new Wealthbox contacts to gotomaxx Campaign 1to1

    Set up this integration and whenever you add a new contact in your Wealthbox CRM, the address will be added to a campaign in your gotomaxx Campaign 1to1 for you automatically. No more manually adding addresses by hand!

    How It Works

    1. New contact is added in Wealthbox CRM
    2. Zapier adds address to your gotomaxx Campaign 1to1

    What You Need

    • Wealthbox CMR
    • Campaign 1to1 (gotomaxx Portal account)
  • Add new Wealthbox CRM contacts to a SendPulse list

    Stop importing your contacts from CRM to email marketing platform manually! With this integration, whenever a new contact is added on Wealthbox CRM, Zapier adds them as a new subscriber to SendPulse.

    How this Wealthbox CRM-SendPulse integration works

    1. A new contact is added on Wealthbox CRM.
    2. Zapier adds a new subscriber to SendPulse.

    Apps involved

    • Wealthbox CRM
    • SendPulse
  • Create new Bookafy customers to Wealthbox CRM as contacts

    CRM applications are now providing best solutions for their clients and businesses. Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease. This Bookafy-Wealthbox CRM integration allows you to create new Bookafy customers automatically into Wealthbox CRM as contacts.

    How this Bookafy-Wealthbox CRM integration works

    1. A new customer registers on Bookafy
    2. Zapier creates that customer into Wealthbox CRM as a new contact

    Apps involved

    • Bookafy
    • Wealthbox CRM
  • Add new Wealthbox CRM contacts to an AWeber list

    Copying and pasting email addresses is not the best use of your time. Let's automate that step! Automatically add Wealthbox CRM contacts to your AWeber account. This Zapier integration will create a new AWeber subscriber whenever a contact is created in Wealthbox CRM.

    How it works

    1. A new contact is created in Wealthbox CRM.
    2. Zapier creates a new AWeber subscriber based on the contact's information.

    What you need

    • Wealthbox CRM account
    • AWeber account

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Wealthbox CRM Integration Details

Launched on Zapier April 28, 2016

Zapier combines Triggers (like "New Task") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

New Task

Triggers when a new task is created.

New Event

Triggers when a new event is created.

New Contact

Triggers when a new contact is created.

New Workflow

Triggers when a new workflow is created.

New Project

Triggers when a new project is created.

Task Complete

Triggers when a Task has been completed.

New Note

Triggers when a new note is created.

New Comment

Triggers when a new comment is created.

Workflow Step Complete

Triggers when an existing workflow step is completed.

New Opportunity

Triggers when a new opportunity is created.

Create Contact

Creates a new contact.

Create Event

Creates a new event.

Create Task

Creates a new task.

Create Project

Creates a new project.

Create Opportunity

Creates a new opportunity.

Start Workflow

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

Create Note

Creates a new note.

Create Household

Creates a new household.

Add Member to Household

Adds a new family member to a household.

Find Contact

Find a contact.

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