Hire Aiva + Wealthbox CRM

Create new Hire Aiva leads from new Wealthbox CRM contacts

Effortlessly streamline your lead generation process with this Wealthbox CRM and Hire Aiva integration. When you add a new contact in Wealthbox CRM, a new lead will be created directly in the Hire Aiva app. This seamless connection ensures that your real estate lead generation and follow-up tasks are in sync, saving you time and increasing efficiency.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
New Lead
Creates a new lead for processing
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
Appointment Booked
Triggers when an appointment is booked with a lead
Trigger
Instant
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Lead Marked Not Interested
Triggers when a lead is marked as not interested
Trigger
Instant
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Landline Lead
Triggers when a lead comes in with a landline number
Trigger
Instant
Try It
Team Members
List of team members.
Trigger
Polling
Try It
- Name
- Email Address
- Phone NumberRequired
- Lead SourceRequired
- Property Address
- Comments
- Lead TypeRequired
- ScriptRequired
- Assigned Agent
- Facebook Campaign Name
- External Lead ID
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
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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
Lead Marked Interested
Triggers when a lead is marked as interested
Trigger
Instant
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Lead Marked Unresponsive
Triggers when a lead is marked as unresponsive
Trigger
Instant
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New Lead Received
Triggers when a new lead is received
Trigger
Instant
Try It
Scripts
List of scripts.
Trigger
Polling
Try It
- Lead Phone, Lead Email, or Lead IDRequired
Action
Write

About Hire Aiva

Aiva helps real estate agents convert online leads

Related categories

HR Talent & Recruitment

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

Hire Aiva + Wealthbox CRM

Create new Hire Aiva leads from new Wealthbox CRM contacts

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

Appointment Booked

Lead Marked Not Interested

Landline Lead

Team Members

New Lead

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

Lead Marked Interested

Lead Marked Unresponsive

New Lead Received

Scripts

Stop Contact

About Hire Aiva

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces