Google Analytics and Wealthbox Integration

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Enrich Wealthbox leads with Google Analytics data using Latenode’s visual editor. Identify high-intent prospects based on website behavior and automate personalized follow-ups. Scale affordably by paying only for execution time.

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Google Analytics

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Analytics and Wealthbox

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

Add the Google Analytics Node

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

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Google Analytics

Configure the Google Analytics

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

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Google Analytics

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Connect Google Analytics

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Run node once

Add the Wealthbox Node

Next, click the plus (+) icon on the Google Analytics 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.

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Wealthbox

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Configure the Google Analytics 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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Select an action *

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The action ID

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Run node once

Set Up the Google Analytics 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 Analytics, 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 Analytics and Wealthbox integration works as expected. Depending on your setup, data should flow between Google Analytics 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 Analytics and Wealthbox

Google Analytics + Wealthbox + Slack: When a key event is triggered in Google Analytics (e.g., a website visit), the flow checks if the visitor is a contact in Wealthbox. If a matching contact is found, a notification is sent to a designated Slack channel, informing the sales team about the website visit from a known contact.

Wealthbox + Google Analytics + Google Sheets: When a new contact is created in Wealthbox, this automation retrieves website visit data from Google Analytics using the contact's information. This data, along with the contact details, is then added as a new row in a Google Sheets spreadsheet, providing a centralized location to track marketing campaign success for Wealthbox contacts.

Google Analytics and Wealthbox integration alternatives

About Google Analytics

Automate marketing insights using Google Analytics within Latenode. Track user behavior and trigger actions based on key metrics. Send data to CRMs, databases, or ad platforms automatically. Latenode streamlines analysis workflows without code, offering flexible logic and integrations, unlike manual reporting or limited point solutions.

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 Analytics and Wealthbox

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

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

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

Can I trigger Wealthbox tasks based on Google Analytics goals?

Yes, you can! Latenode's visual editor makes it easy to trigger Wealthbox actions when specific Google Analytics goals are achieved, streamlining your sales outreach.

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

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

  • Create new Wealthbox contacts from high-value Google Analytics leads.
  • Update Wealthbox deal stages based on website engagement metrics.
  • Log website conversions in Wealthbox as client interactions.
  • Send personalized emails via Wealthbox based on Google Analytics data.
  • Analyze campaign performance data from Google Analytics in Wealthbox.

What Google Analytics data can I access within Latenode?

You can access a wide range of Google Analytics data, including user behavior, traffic sources, and conversion metrics for automated workflows.

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

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

  • Historical data from before the integration setup is not accessible.
  • Data synchronization is subject to Google Analytics and Wealthbox API limits.
  • Complex data transformations may require custom JavaScript code.

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