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Sync ActiveCampaign contacts with Wealthbox leads to automate marketing follow-ups based on sales stage. Latenode’s visual editor and affordable pricing let you build custom lead nurturing flows easily and scale them as your business grows using JavaScript.
Connect ActiveCampaign and Wealthbox in minutes with Latenode.
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Create a New Scenario to Connect ActiveCampaign and Wealthbox
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or Wealthbox will be your first step. To do this, click "Choose an app," find ActiveCampaign or Wealthbox, and select the appropriate trigger to start the scenario.
Add the ActiveCampaign Node
Select the ActiveCampaign node from the app selection panel on the right.
ActiveCampaign
Configure the ActiveCampaign
Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Wealthbox Node
Next, click the plus (+) icon on the ActiveCampaign node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Wealthbox
Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the ActiveCampaign and Wealthbox Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ActiveCampaign and Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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ActiveCampaign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ActiveCampaign, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ActiveCampaign and Wealthbox integration works as expected. Depending on your setup, data should flow between ActiveCampaign and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Wealthbox + Calendly + ActiveCampaign: When a deal closes in Wealthbox, schedule a follow-up meeting via Calendly and update the contact in ActiveCampaign.
Wealthbox + ActiveCampaign + Zoom: When a new contact is created in Wealthbox and tagged in ActiveCampaign, schedule an introductory Zoom call.
About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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About Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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How can I connect my ActiveCampaign account to Wealthbox using Latenode?
To connect your ActiveCampaign account to Wealthbox on Latenode, follow these steps:
Can I sync new ActiveCampaign contacts to Wealthbox?
Yes, easily! Latenode’s visual builder and real-time data transformation allow instant synchronization, ensuring your Wealthbox CRM always reflects the latest ActiveCampaign leads. Scale without coding!
What types of tasks can I perform by integrating ActiveCampaign with Wealthbox?
Integrating ActiveCampaign with Wealthbox allows you to perform various tasks, including:
Can I use JavaScript to transform data between ActiveCampaign and Wealthbox?
Yes! Latenode allows custom JavaScript code blocks for advanced data transformation, providing unmatched flexibility beyond simple field mapping.
Are there any limitations to the ActiveCampaign and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: