Spark + Wealthbox CRM

Create new Spark contacts for new Wealthbox CRM contacts

Enhance the efficiency of your client management by connecting Wealthbox CRM to Spark. When a new contact is added in Wealthbox CRM, this workflow will automatically create a corresponding contact in Spark. This seamless process helps to eliminate tedious manual data entry and ensures that your client information is always up-to-date and consistent across both platforms.

Enhance the efficiency of your client management by connecting Wealthbox CRM to Spark. When a new contact is added in Wealthbox CRM, this workflow will automatically create a corresponding contact in Spark. This seamless process helps to eliminate tedious manual data entry and ensures that your client information is always up-to-date and consistent across both platforms.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SparkSpark
    Create Contact

    Creates a Contact in the Spark platform

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
spark logo
spark logo

About Spark

Spark is a modern Medicare brokerage platform to manage the full lifecycle of a client from quoting to post-enrollment support.

Related categories

  • CRM (Customer Relationship Management)
wealthbox logo
wealthbox logo

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)

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