eSputnik + Wealthbox CRM

Create and update eSputnik contacts for new Wealthbox CRM contacts

Effortlessly keep your eSputnik contacts in sync with your Wealthbox CRM by using this powerful automation. When a new contact is added to Wealthbox CRM, the workflow will seamlessly update or add the same contact to your eSputnik account. This ensures that your marketing efforts remain consistent and targeted, saving you time and reducing manual data entry errors.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds confirmed contact or updates existing 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
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Email Address
- Phone Number
- First Name
- Last Name
- Region
- City
- Address
- Post Code
- Contact Key
- Segments
- Segments Exclude
- Uniqueness PropertyRequired
- Event for New Contacts
Action
Write
- Event TypeRequired
- Event KeyRequired
- Parameters
Action
Write
- SMS MessageRequired
- Phone NumberRequired
- Additional Parameters
- Alphanumeric Sender ID
Action
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
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
- SegmentRequired
Trigger
Polling
Try It
- Email Address
- Phone Number
- First Name
- Last Name
- Region
- City
- Address
- Post Code
- Contact Key
- Segments
- Form Name
Action
Write
- Email MessageRequired
- Email AddressRequired
- Additional Parameters
Action
Write

About eSputnik

ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions in very clear and efficient way for everyone.

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