HomeActions + Wealthbox CRM

Add new Wealthbox CRM contacts as members in HomeActions instantly

Effortlessly manage your contacts in Wealthbox CRM and HomeActions by setting up this streamlined workflow. Whenever a new contact is added to Wealthbox CRM, they will be swiftly enrolled as a member in HomeActions, ensuring your contact data is consistently updated across both platforms. This seamless process saves valuable time and ensures accurate, up-to-date contact management for your business.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Member
Adds a member to your list, and subscribes them to your newsletter
ActionWrite

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Supported triggers and actions

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
- 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
New Opportunity
Triggers when a new Opportunity is generated for your HomeActions account.
Trigger
Instant
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Updated Subscription
Triggers when information on a subscribed member is changed.
Trigger
Instant
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- Email
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- City
- State
- Zipcode
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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- 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 Subscriber
Triggers when a new member is subscribed to your newsletter.
Trigger
Instant
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- EmailRequired
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- City
- State
- Zipcode
Action
Write
- EmailRequired
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- City
- State
- Zipcode
Action
Search or write

About HomeActions

HomeActions is a leading provider of email newsletters for real estate professionals. We deliver a simple, effective way for Real Estate professionals to consistently reach their entire group of contacts, keep referrals flowing and increase opportunities for sales.