Wealthbox CRM + Wicked Reports

Create and track new Wealthbox CRM contacts with Wicked Reports clicks

Efficiently manage your contacts and click tracking with this seamless workflow between Wealthbox CRM and Wicked Reports. When a new contact is added in Wealthbox CRM, this automation will promptly create a Track a Click event in Wicked Reports, ensuring accurate data and helping you make informed marketing decisions. Say goodbye to manual data entry and stay focused on growing your business.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Track a Click
Insert a new captured click.
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
- EmailRequired
- Ip Address
- Click Date Time
- Timezone
- Time Offset
- Source
- Campaign
- Term
- Medium
- Content
- Conversion TypeRequired
Action
Write
- Source System
- Customer EmailRequired
- Order IdRequired
- Order TotalRequired
- Order Currency
- Order Date TimeRequired
- Order Time Zone
- Product Id
- Product Name
- Customer City
- Customer State
- Customer Country
- Ip Address
- Subscription Id
- Is RefundRequired
Action
Write

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
- Source System
- Contact IdRequired
- Create Date TimeRequired
- Timezone
- EmailRequired
- First Name
- Last Name
- City
- State
- Country
- Ip Address
Action
Write

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

About Wicked Reports

Wicked Reports is marketing automation that lets you send contacts, orders & visitors clicks from your CRM or Shopping cart into your Wicked Reports account.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Related Zap Templates

Add new Wealthbox CRM contacts to Wicked Reports as contacts

Related Zap Templates

Add new Wealthbox CRM contacts to Wicked Reports as contacts

Wealthbox CRM + Wicked Reports

Create and track new Wealthbox CRM contacts with Wicked Reports clicks

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

Track a Click

Create Order

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

Create Contact

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces

About Wicked Reports

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates