CommissionCrowd + Wealthbox CRM

Convert new Wealthbox CRM contacts into CommissionCrowd leads

Effortlessly manage your sales leads with this seamless workflow between Wealthbox CRM and CommissionCrowd. When you add a new contact in Wealthbox CRM, this automation will create a lead in CommissionCrowd, saving you time and ensuring every potential client is tracked efficiently. Stay organized and focused on closing deals while this process takes care of the rest.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated.
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
Get Activity
Triggers when new activity is added.
Trigger
Polling
Try It
Get Leads
Triggers when a new lead is added.
Trigger
Polling
Try It

New Contact
Triggers when a new contact 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
Get Contacts
Triggers when a new contact is added.
Trigger
Polling
Try It
- NameRequired
- Description
- Url
- Address
- Confidence
- Value
- Estimated Close
- Comments
- First Name
- Last Name
- Job Title
- Email
- Phone
Action
Write

About CommissionCrowd

CommissionCrowd is the easiest way for companies and B2B sales freelancers to connect and manage successful working partnerships globally.

Related categories

Sales & CRM

About Wealthbox CRM

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

CommissionCrowd + Wealthbox CRM

Convert new Wealthbox CRM contacts into CommissionCrowd leads

Supported triggers and actions

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Get Activity

Get Leads

New Contact

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

Get Contacts

Create Lead

About CommissionCrowd

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces