Ideal Postcodes + Wealthbox CRM

Validate the UK addresses of new Wealthbox CRM contacts with Ideal Postcodes

With this integration active, Ideal Postcodes will automatically validate and correct the UK addresses of new Wealthbox CRM contacts. Effortlessly fix errors and append UK-specific data points such as UPRN, longitude, latitude, UDPRN, county, and more.

With this integration active, Ideal Postcodes will automatically validate and correct the UK addresses of new Wealthbox CRM contacts. Effortlessly fix errors and append UK-specific data points such as UPRN, longitude, latitude, UDPRN, county, and more.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Ideal PostcodesIdeal Postcodes
    Validate UK Address

    Validate and fix a UK address

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
ideal-postcodes logo
ideal-postcodes logo

About Ideal Postcodes

Ideal Postcodes is a UK and international address validation and cleansing service

Related categories

  • Databases
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wealthbox logo

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)

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