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Quickly connect ActiveCampaign to Wealthbox CRM with a Zapier template.

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Create or update ActiveCampaign contacts from new Wealthbox CRM contacts
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Wealthbox CRM + ActiveCampaign
Create Wealthbox CRM contacts from new or updated ActiveCampaign contacts
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ActiveCampaign + Wealthbox CRM
Update Wealthbox CRM households with new ActiveCampaign contacts
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ActiveCampaign + Wealthbox CRM
Create Wealthbox CRM households for new or updated ActiveCampaign contacts
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ActiveCampaign + Wealthbox CRM
Add Wealthbox CRM new contacts to ActiveCampaign accounts
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Wealthbox CRM + ActiveCampaign
Create tracked events in ActiveCampaign for new contacts in Wealthbox CRM
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Wealthbox CRM + ActiveCampaign

Create or update ActiveCampaign contacts from new Wealthbox CRM contacts

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Wealthbox CRM + ActiveCampaign

Create Wealthbox CRM contacts from new or updated ActiveCampaign contacts

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ActiveCampaign + Wealthbox CRM

Update Wealthbox CRM households with new ActiveCampaign contacts

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ActiveCampaign + Wealthbox CRM

Create Wealthbox CRM households for new or updated ActiveCampaign contacts

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ActiveCampaign + Wealthbox CRM

Add Wealthbox CRM new contacts to ActiveCampaign accounts

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Wealthbox CRM + ActiveCampaign

Create tracked events in ActiveCampaign for new contacts in Wealthbox CRM

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Wealthbox CRM + ActiveCampaign

Create new ActiveCampaign deals when Wealthbox CRM contacts are added
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Wealthbox CRM + ActiveCampaign
Add new Wealthbox CRM contacts to ActiveCampaign as contacts
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Wealthbox CRM + ActiveCampaign

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Custom Object Record" from ActiveCampaign.

Add your action

An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.

You’re connected!

Zapier seamlessly connects ActiveCampaign and Wealthbox CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Custom Object
  Required
- Trigger Events
  Required
Trigger
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- Task Type (Optional)
Trigger
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List (Deprecated)
Trigger
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New Deal Note
Triggers when a new deal note is created.
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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- List
  Required
- Importer_note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
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- Name
  Required
- Website
- Owner
Action
Write
- Account ID
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
- Contact Email
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Action
  Required
- List ID
  Required
- Contact ID
- Email Address
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
New Comment
Triggers when a new comment is created.
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Instant
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Contact Updated
Triggers when an existing contact is updated.
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Instant
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New Note
Triggers when a new note is created.
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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
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

- Custom Object
  Required
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Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- Task type
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New Deal Task
Triggers when a new deal task is created.
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Instant
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- Importer_note
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- List
  Required
Trigger
Instant
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- Event
  Required
- Tag
Trigger
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- Account ID
  Required
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Campaign Name
  Required
Action
Write
- Contact ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
- Contact ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Deal
  Required
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search
New Contact
Triggers when a new contact is created.
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Instant
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New Event
Triggers when a new event is created.
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New Opportunity
Triggers when a new opportunity is created.
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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New Workflow
Triggers when a new workflow is created.
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- 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

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Practical ways you can use ActiveCampaign and Wealthbox CRM

Sync new contacts to CRM

When a new contact is added in Wealthbox CRM, Zapier will automatically sync that contact in ActiveCampaign as a new lead. This ensures consistent contact management and streamlines lead generation across platforms.

Business Owner

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Create tasks for client queries

When a new client inquiry is logged in ActiveCampaign, Zapier will create a corresponding task in Wealthbox CRM for the support team to track and resolve the issue efficiently.

Customer Support Ops

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Tag contacts after campaign engagement

When a contact clicks a link in an ActiveCampaign email campaign, Zapier will automatically tag them in Wealthbox CRM. This highlights engaged contacts and helps with segmentation for future campaigns.

Marketing & Marketing Ops

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Learn how to automate ActiveCampaign on the Zapier blog

Make work flow with AI

Level up your ActiveCampaign to Wealthbox CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

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Related categories

Marketing Automation

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Connect ActiveCampaign to Wealthbox CRM on the world's largest no-code automation platform

Explore ActiveCampaign + Wealthbox CRM Integrations

involveme

Connect ActiveCampaign and Wealthbox CRM to unlock the power of automation

Set up your first integration

Create or update ActiveCampaign contacts from new Wealthbox CRM contacts

Create Wealthbox CRM contacts from new or updated ActiveCampaign contacts

Update Wealthbox CRM households with new ActiveCampaign contacts

Create Wealthbox CRM households for new or updated ActiveCampaign contacts

Add Wealthbox CRM new contacts to ActiveCampaign accounts

Create tracked events in ActiveCampaign for new contacts in Wealthbox CRM

Create or update ActiveCampaign contacts from new Wealthbox CRM contacts

Create Wealthbox CRM contacts from new or updated ActiveCampaign contacts

Update Wealthbox CRM households with new ActiveCampaign contacts

Create Wealthbox CRM households for new or updated ActiveCampaign contacts

Add Wealthbox CRM new contacts to ActiveCampaign accounts

Create tracked events in ActiveCampaign for new contacts in Wealthbox CRM

Create new ActiveCampaign deals when Wealthbox CRM contacts are added

Add new Wealthbox CRM contacts to ActiveCampaign as contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use ActiveCampaign and Wealthbox CRM

Sync new contacts to CRM

Create tasks for client queries

Tag contacts after campaign engagement

Learn how to automate ActiveCampaign on the Zapier blog

5 popular ways to use Zapier's ActiveCampaign integration

How to add or update ActiveCampaign contacts for new WooCommerce orders

Make work flow with AI

Connect ActiveCampaign to Wealthbox CRM on the world's largest no-code automation platform

Explore ActiveCampaign + Wealthbox CRM Integrations

Explore ActiveCampaign + Wealthbox CRM Integrations