Autoklose + Wealthbox CRM

Add new Wealthbox CRM contacts as campaign recipients in Autoklose

Effortlessly maintain your campaign recipient lists with this convenient workflow between Wealthbox CRM and Autoklose. Whenever you add a new contact in Wealthbox CRM, the automation will immediately add them as a campaign recipient in Autoklose, saving you time and ensuring no one is left out of your outreach efforts. Keep your campaigns up-to-date without manual work and focus on nurturing relationships with your contacts.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Campaign Recipient
Adds a campaign recipient.
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
- Campaign
Trigger
Instant
Try It
- Exclude Duplicates
- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- CampaignRequired
Action
Write
- EmailRequired
- Campaign
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
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
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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
- Exclude Duplicates
- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Exclude Duplicates
- Campaign
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- EmailRequired
Action
Write

About Autoklose

Autoklose is a sales platform that automates email followup and outreach to boost your team’s productivity and performance.

Related categories

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

Autoklose + Wealthbox CRM

Add new Wealthbox CRM contacts as campaign recipients in Autoklose

New Comment

Contact Updated

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Email Bounce

New Email Reply

New Email Unsubscribe

New Reply Tagged

Add Campaign Recipient

Remove Campaign Recipient

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

New Email Open

New Email Send

New Email Click

New Tag Assigned

Add Recipient to Do Not Email List

About Autoklose

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces