BuzzBoard Ignite + Wealthbox CRM

Create BuzzBoard Ignite profiles for new Wealthbox CRM contacts

Easily maintain and enrich customer data with this automation, which connects Wealthbox CRM with BuzzBoard Ignite. When a new contact is added in Wealthbox CRM, a profile will be created in BuzzBoard Ignite, providing you with valuable information and aiding in better decision-making. Save time and enhance your customer relationships with this efficient workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Profile
Triggered every time a new profile is created in BuzzBoard Insights.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
New Profile
Triggered every time a new profile is created in BuzzBoard Insights.
Trigger
Instant
Try It
New Facebook Custom Audience
Triggers every time a new facebook custom audience is created in BuzzBoard Insights.
Trigger
Instant
Try It
New Context
Triggers when a new Context is added to a profile.
Trigger
Instant
Try It
Profile Assets
Triggers profile reports when a profile is added or updated.
Trigger
Instant
Try It
Context Updated
Triggers when profile context is updated.
Trigger
Instant
Try It
Profile Updated
Triggers when a profile info is updated.
Trigger
Instant
Try It
- Profile Id
- Business NameRequired
- Title
- Context
Action
Write
- Profile Id
- Business NameRequired
- Reminder Title
- Reminder Note
- Reminder DateRequired
Action
Write
- Business NameRequired
- SubjectRequired
- Write Note
- Profile Id
Action
Write
- Context idRequired
- Title
- Context
Action
Write
- Note idRequired
- Subject
- Write Note
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
Try It
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
Create Reminder
Adding reminders for the projects
Trigger
Instant
Try It
New Contact
Triggered every time a new contact is created for a profile in BuzzBoard Insights.
Trigger
Instant
Try It
New Note
Triggers when a new Note is added to a profile (Note contains date reminder)
Trigger
Instant
Try It
Contact Updated
Updates an existing contact.
Trigger
Instant
Try It
New Email to Facebook Custom Audience
Triggers an email address to an existing custom audience.
Trigger
Instant
Try It
Note Updated
Updates an existing note.
Trigger
Instant
Try It
- Record Id
- Business NameRequired
- Website
- Email Address
- Street Address
- City
- State
- Zipcode
- Country
- Business Phone
- BB Enrich
Action
Write
- Business NameRequired
- First Name
- Last NameRequired
- Phone Number
- EmailRequired
- Mobile Number
- Profile Id
Action
Write
- Contact IdRequired
- First Name
- Last Name
- Phone Number
- Email
- Mobile Number
Action
Write
- Profile Id
- Business Name
- Website
- Record Id
- Zipcode
- City
- State
- Country
- Email
- Phone
- Address
- First Name
- Last Name
Action
Write

About BuzzBoard Ignite

BuzzBoard Ignite is a data intelligence platform, sources 1000s of robust data points on SMBs. Plug-in to start streaming real-time intelligence.

Related categories

Dashboards

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

BuzzBoard Ignite + Wealthbox CRM

Create BuzzBoard Ignite profiles for 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

New Profile

New Facebook Custom Audience

New Context

Profile Assets

Context Updated

Profile Updated

Create Context

Create Reminder

Create Note

Update Context

Update Note

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

Create Reminder

New Contact

New Note

Contact Updated

New Email to Facebook Custom Audience

Note Updated

Create Profile

Create Contact

Update Contact

Update Profile

About BuzzBoard Ignite

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces