Kulea + Wealthbox CRM

Create new Kulea contacts from new Wealthbox CRM contacts

Effortlessly maintain your client database with this simple workflow between Wealthbox CRM and Kulea. When you add a new contact in Wealthbox CRM, the automation will instantly create a corresponding contact in Kulea, ensuring both systems stay up-to-date. Save time and ensure accuracy by streamlining your contact management process with this seamless connection.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
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Create New Contact
Create Kulea 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
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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
Unsubscribe
Triggers when a contact unsubscribes. If you prepend "https://{account}.prod.kulea.marketing/email/" in the Email link field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Email Opened Event
Triggers when an email is opened by a contact. The link to the email is partially contained in the Email Link field. If you prepend "https://{account}.prod.kulea.marketing/email/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Form Completed
Triggers whenever a Form is completed by the contact. If you prepend "https://{account}.prod.kulea.marketing/pages/" to the Description field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Link Clicked Event
Triggers when a contact clicks on a link in an email. The link clicked is contained within the Link Click field - you may want to extract the url in another step using Zapier Transform>Text>Extract URL
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
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- EmailRequired
- Forename
- Surname
Action
Write
- EmailRequired
- Forename
- Surname
Action
Search or 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
Email Bounced Event
Triggers when an email is bounced NB: This reports only 'hard' (permanent) bounces. If you prepend the Email Link field with "https://{account}.prod.kulea.marketing/email/" then you will have the full link to the email from which the contact unsubscribed. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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File Downloaded Event
Triggers when a file is downloaded. If you prepend "https://{account}.prod.kulea.marketing/" then you will have the link to the download. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Landing Page Visit Event
Triggers when a Landing Page is visited by a contact. If you prepend the Description field with "https://{account}.prod.kulea.marketing/pages/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
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Webpage Visit
Triggers when a contact visits a webpage. The link to the page visited is in the Description field.
Trigger
Polling
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- EmailRequired
Action
Search

About Kulea

Kulea is a marketing automation and personalisation platform build for SMEs.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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

Kulea + Wealthbox CRM

Create new Kulea contacts 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

Unsubscribe

Email Opened Event

Form Completed

Link Clicked Event

Lead Score Updated

Create New Contact

Find or Create Contact

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

Email Bounced Event

File Downloaded Event

Landing Page Visit Event

New or Updated CRM Data

Webpage Visit

Find Contact

About Kulea

Related categories

Similar apps

Zapier Interfaces

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces