Wealthbox CRM Integrations

CRM (Customer Relationship Management)

Do more with Wealthbox CRM integrations

Zapier lets you connect Wealthbox CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Or pick an app to pair with arrow pointing down

Filter by Zapier

Developer Tools, Zapier

OnceHub

Scheduling & Booking

Webhooks by Zapier

Developer Tools, Zapier

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Email Newsletters

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

OnceHub

Scheduling & Booking

Webhooks by Zapier

Developer Tools, Zapier

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

RingCentral

Phone & SMS

Filter by Zapier

Developer Tools, Zapier

OnceHub

Scheduling & Booking

Webhooks by Zapier

Developer Tools, Zapier

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Email Newsletters

Formatter by Zapier

Documents, Zapier

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Sign up with Google

Quickly automate Wealthbox CRM integrations with Zapier's templates

Add new Calendly events to Wealthbox
Details
Try it
Calendly + Wealthbox CRM
Add new OnceHub bookings as new events in Wealthbox CRM
Details
Try it
OnceHub + Wealthbox CRM
Add new Wealthbox CRM contacts to a Mailchimp list
Details
Try it
Wealthbox CRM + Mailchimp
Create Wealthbox CRM contacts from new invitees created in Calendly
Details
Try it
Calendly + Wealthbox CRM
Add new Mailchimp subscribers as contacts in Wealthbox CRM
Details
Try it
Mailchimp + Wealthbox CRM
Add new or updated Google contacts as contacts in Wealthbox CRM
Details
Try it
Google Contacts + Wealthbox CRM

Add new Calendly events to Wealthbox

Calendly + Wealthbox CRM

Add new OnceHub bookings as new events in Wealthbox CRM

OnceHub + Wealthbox CRM

Add new Wealthbox CRM contacts to a Mailchimp list

Wealthbox CRM + Mailchimp

Create Wealthbox CRM contacts from new invitees created in Calendly

Calendly + Wealthbox CRM

Add new Mailchimp subscribers as contacts in Wealthbox CRM

Mailchimp + Wealthbox CRM

Add new or updated Google contacts as contacts in Wealthbox CRM

Google Contacts + Wealthbox CRM

Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
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
Try It
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

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

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)

Similar apps

Zapier Interfaces

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

Popular Wealthbox CRM Integrations