4Degrees + Wealthbox CRM

Create 4Degrees contacts from new Wealthbox CRM contacts

Effortlessly streamline your contact management process with this integration between Wealthbox CRM and 4Degrees. Whenever a new contact is added to Wealthbox CRM, this workflow will automatically create a contact in 4Degrees, ensuring your network stays up-to-date and organized without any manual work. Save time and stay focused on building relationships with your valuable contacts.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
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
Try It
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
- List NameRequired
- Stage
Trigger
Polling
Try It
New Exported Contact
Triggers when a contact is exported to Zapier.
Trigger
Polling
Try It
New Reminder
Trigger when a new reminder is created. The reminder is exported to Zapier.
Trigger
Polling
Try It
- Contact EmailRequired
- Interaction Date
- Interaction Type
- Interaction Notes
Action
Write
- List Name
- Deal NameRequired
- Note Date
- Note textRequired
Action
Write
- Contact EmailRequired
- Contact Id
- First Name
- Last Name
- Job Role
- Job Company
- Location
- Tags
- Phone Number
- Phone Number Type
- Address Type
- Address Street Line 1
- Address Street Line 2
- Address City
- Address State
- Address Zip
- Address Country
- Job Start Date
- Job End Date
Action
Write

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
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
- Tags Seperated by Comma
- Custom Field
- Custom Field Value
Trigger
Polling
Try It
- List NameRequired
- Stage
Trigger
Polling
Try It
- Full NameRequired
- First Name
- Last Name
- EmailRequired
- Job Role
- Job Company
- Location
- Tags
- Source
- Phone Number Type
- Phone number
- Address type
- Address Street Line 1
- Address street line 2
- Address City
- Address State
- Address Zip
Action
Write
- Deal ListRequired
- Company NameRequired
- Company Url
- Description
- Location
- Tags
- Source
- Document Link
- Deal Record Type
- Contact Deal Email
Action
Write
- Target Type
- Target NameRequired
- Due Date
- Assignee Email
- CC Emails
- NoteRequired
Action
Write
- Deal NameRequired
- List IDRequired
- Edit website
- Edit location
- Edit description
- Edit source
- Edit Owner_id
- Edit stage_id
- Edit employee_count
- Document Link
Action
Write

About 4Degrees

4Degrees is a relationship intelligence CRM platform that empowers deal-driven, relationship-focused teams to activate their vast relationship networks to source and close more deals.