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.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Google Contacts + Wealthbox CRMCreate Household to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
Google Contacts + Wealthbox CRMCreate Project to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
Google Contacts + Wealthbox CRMCreate Note to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
Google Contacts + Wealthbox CRMStart Workflow in Wealthbox CRM when New or Updated Contact is created in Google Contacts Read More...
Google Contacts + Wealthbox CRMCreate Contact to Wealthbox CRM from New or Updated Contact in Google Contacts Read More...
It's easy to connect Google Contacts + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers whenever a group is created.
Triggers when a contact is created or updated.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds an existing contact to a group.
Creates a new contact.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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.
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
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.