Wealthbox CRM Integrations

Name: Zapier
Availability: InStock

Put Wealthbox CRM to work with AI and enterprise-grade automation

Automate smarter with Wealthbox CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Calendly

Scheduling & Booking

OnceHub

Scheduling & Booking

RingCentral

Phone & SMS

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Typeform

Forms & Surveys

Mailchimp

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Docusign

Signatures

Calendly

Scheduling & Booking

OnceHub

Scheduling & Booking

RingCentral

Phone & SMS

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Typeform

Forms & Surveys

Calendly

Scheduling & Booking

OnceHub

Scheduling & Booking

RingCentral

Phone & SMS

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Typeform

Forms & Surveys

Mailchimp

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Docusign

Signatures

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Add new OnceHub bookings as new events in Wealthbox CRM
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OnceHub + Wealthbox CRM
Add new Calendly events to Wealthbox
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Calendly + Wealthbox CRM
Create Wealthbox CRM contacts from new invitees created in Calendly
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Calendly + Wealthbox CRM
Add new Wealthbox CRM contacts to a Mailchimp list
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Wealthbox CRM + Mailchimp
Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub
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OnceHub + Wealthbox CRM
Add new Mailchimp subscribers as contacts in Wealthbox CRM
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Mailchimp + Wealthbox CRM

Add new OnceHub bookings as new events in Wealthbox CRM

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OnceHub + Wealthbox CRM

Add new Calendly events to Wealthbox

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Calendly + Wealthbox CRM

Create Wealthbox CRM contacts from new invitees created in Calendly

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Calendly + Wealthbox CRM

Add new Wealthbox CRM contacts to a Mailchimp list

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Wealthbox CRM + Mailchimp

Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub

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OnceHub + Wealthbox CRM

Add new Mailchimp subscribers as contacts in Wealthbox CRM

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Mailchimp + Wealthbox CRM

Create Wealthbox CRM contacts from new Jotform submissions

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Jotform + Wealthbox CRM

Create notes in Wealthbox CRM for new call log records from RingCentral

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RingCentral + Wealthbox CRM

Add new or updated Google contacts as contacts in Wealthbox CRM

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Google Contacts + Wealthbox CRM

Create new Wealthbox CRM notes from new sms/mms received in RingCentral

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RingCentral + Wealthbox CRM

Create new Constant Contact contacts from Wealthbox CRM new contacts

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Wealthbox CRM + Constant Contact

Add new Jotform submissions to Wealthbox CRM as contacts

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Jotform + Wealthbox CRM

Create Wealthbox CRM contacts from new Jotform submissions
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Jotform + Wealthbox CRM
Create notes in Wealthbox CRM for new call log records from RingCentral
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RingCentral + Wealthbox CRM
Add new or updated Google contacts as contacts in Wealthbox CRM
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Google Contacts + Wealthbox CRM
Create new Wealthbox CRM notes from new sms/mms received in RingCentral
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RingCentral + Wealthbox CRM
Create new Constant Contact contacts from Wealthbox CRM new contacts
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Wealthbox CRM + Constant Contact
Add new Jotform submissions to Wealthbox CRM as contacts
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Jotform + Wealthbox CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Comment
Triggers when a new comment is created.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

Wealthbox CRM Help & Support

Common questions

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About Wealthbox CRM

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Wealthbox CRM Integrations

Put Wealthbox CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow