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Integrate Wealthbox CRM with Google Contacts

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

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About Wealthbox CRM

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

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.

Google Contacts Integrations

Best ways to Integrate Wealthbox CRM + Google Contacts

  • Wealthbox CRM Integration Google Contacts Integration

    Wealthbox CRM + Google Contacts

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

    Wealthbox CRM + Google Contacts

    Add Contact to Group in Google Contacts when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Google Contacts Integration Add Contact to Group
  • Wealthbox CRM Integration Google Contacts Integration

    Wealthbox CRM + Google Contacts

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

    Wealthbox CRM + Google Contacts

    Add Contact to Group in Google Contacts when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Google Contacts Integration Add Contact to Group
  • Wealthbox CRM Integration Google Contacts Integration

    Wealthbox CRM + Google Contacts

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

    Wealthbox CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Group

    Triggers whenever a group is created.

  • New or Updated Contact

    Triggers when a contact is created or updated.

    Actions
  • 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.

  • Add Contact to Group

    Adds an existing contact to a group.

  • Create or Update Contacts

    Creates a new contact.

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

How Wealthbox CRM & Google Contacts Integrations Work

  1. Step 1: Choose Wealthbox CRM 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 Google Contacts 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 Wealthbox CRM to Google Contacts.

    (2 minutes)

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

Integration of Wealthbox CRM and Google Contacts

Members of the Wealthbox team are excited to announce the integration of Wealthbox CRM with Google Contacts. We believe that this advanced form of integration will improve the overall user experience. Now, Wealthbox users have one location to manage their contacts, including email addresses, phone numbers, and other contact information.

Wealthbox CRM is an online contact management service that helps businesses organize their contact information. We authenticate users into their existing Google accounts, and then we store all their contacts into our system. This way users can search through their contacts using any device or browser that they like. We also provide integrations with third-party applications such as Salesforce.com and Evernote.

Google Contacts is a free online service by Google that allows users to store and sync all their contacts with Gmail and other Android devices. Users can search for contacts and share them via email or social media websites such as Facebook and Twitter. They can also update their contacts from anywhere on the web by logging into their Google account. Google Contacts syncs its data with Microsoft Outlook and Apple’s Address Book for Mac OS X.

Wealthbox CRM is proud to announce the integration of Google Contacts with our online contact management service. If you would like to try it out, please visit https://www.wealthbox.com and signup for a free trial account!

The process to integrate Wealthbox CRM and Google Contacts 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.