Google Ads and Wealthbox Integration

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Automatically create Wealthbox leads from qualified Google Ads conversions, reducing manual entry. Latenode's visual editor makes advanced lead nurturing logic simple, while affordable execution-based pricing scales as you grow.

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Google Ads

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Ads and Wealthbox

Create a New Scenario to Connect Google Ads 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 Google Ads, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Ads or Wealthbox will be your first step. To do this, click "Choose an app," find Google Ads or Wealthbox, and select the appropriate trigger to start the scenario.

Add the Google Ads Node

Select the Google Ads node from the app selection panel on the right.

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Google Ads

Configure the Google Ads

Click on the Google Ads node to configure it. You can modify the Google Ads URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Google Ads

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Connect Google Ads

Sign In

Run node once

Add the Wealthbox Node

Next, click the plus (+) icon on the Google Ads 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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Google Ads

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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.

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Google Ads

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Wealthbox

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Configure the Google Ads 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.

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Wealthbox Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Google Ads and Wealthbox Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Google Ads, 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 Google Ads and Wealthbox integration works as expected. Depending on your setup, data should flow between Google Ads and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Google Ads and Wealthbox

Google Ads + Wealthbox + Slack: When a new contact is created in Wealthbox, triggered by an action in Google Ads (e.g., adding a contact to a customer list), a notification is sent to a Slack channel to alert the sales team about the lead conversion.

Wealthbox + Google Ads + Google Sheets: This workflow tracks ad spend versus closed deals. It retrieves campaign data from Google Ads, finds corresponding contact information in Wealthbox. The automation then logs campaign spend and closed deal data into Google Sheets for reporting and analysis.

Google Ads and Wealthbox integration alternatives

About Google Ads

Use Google Ads in Latenode to automate campaign management and reporting. Pull ad performance data, adjust bids based on real-time events, or trigger alerts for budget changes. Combine with other apps to build custom marketing workflows. Latenode's flexibility avoids rigid, pre-built integrations and costly per-step pricing.

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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FAQ Google Ads and Wealthbox

How can I connect my Google Ads account to Wealthbox using Latenode?

To connect your Google Ads account to Wealthbox on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Ads and click on "Connect".
  • Authenticate your Google Ads and Wealthbox accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Wealthbox contacts from Google Ads leads?

Yes, you can! Latenode automates contact creation, saving time. New leads from Google Ads instantly become Wealthbox contacts, ensuring timely follow-up and improved client relations.

What types of tasks can I perform by integrating Google Ads with Wealthbox?

Integrating Google Ads with Wealthbox allows you to perform various tasks, including:

  • Create new Wealthbox contacts from Google Ads lead form submissions.
  • Update Wealthbox contact details based on Google Ads campaign performance data.
  • Trigger Wealthbox tasks when a Google Ads lead reaches a specific stage.
  • Log Google Ads campaign costs against Wealthbox opportunities.
  • Send personalized emails via Wealthbox based on Google Ads targeting.

Can I customize data transformations between Google Ads and Wealthbox?

Yes! Latenode's JavaScript blocks allow you to transform and map data, customizing data flow for unique needs.

Are there any limitations to the Google Ads and Wealthbox integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration requires custom workflow design.
  • Complex data transformations may require JavaScript coding.
  • Integration is limited by the Google Ads and Wealthbox API capabilities.

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