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Integrate Google Contacts with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between Google Contacts and Wealthbox CRM

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About Google Contacts

Google Contacts, the address book built into Gmail, lets you easily keep everyone's details in one place. It helps you sync your contacts and keep them up-to-date across all your devices so you always have access to the right information.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best ways to Integrate Google Contacts + Wealthbox CRM

  • Google Contacts Integration Wealthbox CRM Integration

    Google Contacts + Wealthbox CRM

    Create Household to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
    Close
    When this happens...
    Google Contacts Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Google Contacts Integration Wealthbox CRM Integration

    Google Contacts + Wealthbox CRM

    Create Project to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
    Close
    When this happens...
    Google Contacts Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Google Contacts Integration Wealthbox CRM Integration

    Google Contacts + Wealthbox CRM

    Create Note to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
    Close
    When this happens...
    Google Contacts Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Google Contacts Integration Wealthbox CRM Integration

    Google Contacts + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New or Updated Contact is created in Google Contacts Read More...
    Close
    When this happens...
    Google Contacts Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Google Contacts Integration Wealthbox CRM Integration

    Google Contacts + Wealthbox CRM

    Create Contact to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
    Close
    When this happens...
    Google Contacts Integration New or Updated Contact
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Google Contacts Integration {{item.actionAppName}} Integration

    Google Contacts + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Google Contacts + Wealthbox CRM in easier way

It's easy to connect Google Contacts + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Group

    Triggers whenever a group is created.

  • New or Updated Contact

    Triggers when a contact is created or updated.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Contact to Group

    Adds an existing contact to a group.

  • Create or Update Contacts

    Creates a new contact.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Google Contacts & Wealthbox CRM Integrations Work

  1. Step 1: Choose Google Contacts as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Google Contacts to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Google Contacts and Wealthbox CRM

  • Google Contacts Google Contacts is a Google service that allows users to store and manage information about people, such as name, email address, phone number and physical address. It also integrates with your Gmail account, which makes it easy to create contacts from email messages you receive and send. Google Contacts is available as a web-based service as well as an Android application, and gives you the ability to sync your contacts across all your devices.
  • Wealthbox CRM

    Wealthbox is a highly customizable and integrated financial management software spution for small businesses. It provides automated and integrated business management and financial reporting tops to help small businesses and professionals run their business more efficiently. From the day we started we wanted to make Wealthbox easy to use and flexible enough to meet the needs of your business – we built it based on feedback from clients like you. Now we’re taking it to the next level with a brand new design and new features like online banking integration and free mobile apps.

    Integration of Google Contacts and Wealthbox CRM

    WealthBox offers integration with Google Contacts via Zapier. This integration enables you to automatically import the contacts from your Google Contacts into WealthBox. The first step is to authorize the two apps to work together. Once this is done, you can configure the integration using the steps below. 1. Under Settings > Integrations > Google Contacts Import 2. Click “Authorize Google Contacts Integration” 3. You will be prompted to authorize WealthBox for access to your Google Contacts 4. Once authorized, configure the integration by setting the fplowing properties. Source Field . The field where contact data will be pulled from Source Format . Select CSV Source Field Separator . Select “ , ” Source Cpumn . Select “Full Name” Source Owner . Select “Owner” As you set these properties, you should see them reflected in the Preview section. Specify any additional filters you would like applied to your data, then click Continue & Configure Actions . You will now be taken back to the Actions section where you will see the “Google Contacts Imports” action has been added for you. Click Add New Action , select “Automate” > “Importing Data” > “Import Emails” Then specify the fplowing settings. Source Email . Enter the same email address that you use for your Google Contacts. Destination Contact Property . Enter “Email Address” Apply Advanced Filter . Leave unchecked if not using one Advanced Filter Property . Leave blank if not using one Advanced Filter Value . Leave blank if not using one Click Save Changes . The integration is now configured

    Benefits of Integration of Google Contacts and Wealthbox CRM

    The benefits of integrating Google Contacts with Wealthbox include. Synchronizing contacts between devices

    Easier organization of contacts

    Automatically create contacts when sending/receiving emails or adding them manually It can also eliminate duplicate contacts by matching existing contacts between Google Contacts and Wealthbox CRM.

    The process to integrate Google Contacts and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.