Wealthbox CRM + Google Sheets + Woodpecker.co Integrations

How to connect Wealthbox CRM + Google Sheets + Woodpecker.co

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Do even more with Wealthbox CRM + Google Sheets + Woodpecker.co

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Wealthbox CRM, Google Sheets, and Woodpecker.co. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
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
Try It

- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- 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
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy To
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
- Row Count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row CountRequired
- First Row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
Action
Search or write
Campaign Completed
Triggers when a Woodpecker campaign status changes to COMPLETED.
Trigger
Instant
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Email Opened
Triggers when a prospect opens your email.
Trigger
Instant
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Link Clicked
Triggers when a prospect clicks on a link in your email.
Trigger
Instant
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Prospect Blacklisted
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Trigger
Instant
Try It
Prospect Interested
Triggers when you mark a prospect who replied as INTERESTED.
Trigger
Instant
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Prospect Maybe Later
Triggers when you mark a prospect who replied as MAYBE LATER.
Trigger
Instant
Try It
Prospect Not Interested
Triggers when you mark a prospect who replied as NOT INTERESTED.
Trigger
Instant
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Prospect Replied
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Trigger
Instant
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Secondary Reply
Triggers when a secondary reply is found by Woodpecker.
Trigger
Instant
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Manual Task Done
Triggers when a manual task is marked as done.
Trigger
Instant
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- CampaignRequired
- LinkedIn URL
- EmailRequired
- Update Existing Record
- Force changes
- Prospect's Status
- Prospect's Interest Level
- First Name
- Last Name
- Company Name
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- Prospect IDRequired
Action
Write
- Email AddressRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Bottom-Up
Action
Search or write
Email Sent
Triggers when Woodpecker sends an email to prospect from campaign.
Trigger
Instant
Try It
Follow-Up After Autoreply
Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.
Trigger
Instant
Try It
Prospect Autoreplied
Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED.
Trigger
Instant
Try It
Prospect Bounced
Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker.
Trigger
Instant
Try It
Prospect Invalid
Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.
Trigger
Instant
Try It
Prospect Nonresponsive
Triggers when a prospect's status is changed to NONRESPONSIVE
Trigger
Instant
Try It
Prospect Opt Out
Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.
Trigger
Instant
Try It
Prospect Saved
Triggers when a Woodpecker prospect is created or updated.
Trigger
Instant
Try It
Manual Task Created
Triggers when a manual task of any type is created.
Trigger
Instant
Try It
Manual Task Ignored
Triggers when a manual task is marked as ignored.
Trigger
Instant
Try It
- EmailRequired
- LinkedIn URL
- Prospect's Status
- Update Existing Record
- First Name
- Last Name
- Company
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- EmailRequired
Action
Write

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How Wealthbox CRM + Google Sheets + Woodpecker.co Integrations Work

Step 1: Authenticate Wealthbox CRM, Google Sheets, and Woodpecker.co.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Wealthbox CRM + Google Sheets + Woodpecker.co

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more Help

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About Woodpecker.co

Woodpecker.co helps B2B companies directly contact prospective clients by automated sending of personalized sales emails and follow-ups. Send emails and follow-up sequences automatically from your mailbox and have all the replies detected. Grow your business within the Predictable Revenue methodology by Aaron Ross in outbound, and nurture your inbound leads more personally to build valuable B2B relations.

Learn more

Related categories

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Wealthbox CRM + Google Sheets + Woodpecker.co Integrations

How to connect Wealthbox CRM + Google Sheets + Woodpecker.co

Do even more with Wealthbox CRM + Google Sheets + Woodpecker.co

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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