Google Business Profile and Wealthbox Integration

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Automatically add new leads from Google Business Profile to Wealthbox as contacts, streamlining client onboarding. Latenode's visual editor and affordable execution-based pricing make scaling this automation easy.

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Google Business Profile

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Business Profile and Wealthbox

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

Add the Google Business Profile Node

Select the Google Business Profile node from the app selection panel on the right.

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Google Business Profile

Configure the Google Business Profile

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

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Google Business Profile

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Connect Google Business Profile

Sign In

Run node once

Add the Wealthbox Node

Next, click the plus (+) icon on the Google Business Profile 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 Business Profile

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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 Business Profile

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Wealthbox

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Configure the Google Business Profile 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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Google Business Profile

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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 Business Profile 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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Wealthbox

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Trigger on Webhook

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Save and Activate the Scenario

After configuring Google Business Profile, 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 Business Profile and Wealthbox integration works as expected. Depending on your setup, data should flow between Google Business Profile 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 Business Profile and Wealthbox

Google Business Profile + Google Sheets + Wealthbox: When a new review is submitted on Google Business Profile, add the review details to a Google Sheet and then create a contact in Wealthbox.

Wealthbox + Google Business Profile + Slack: When a new contact is created in Wealthbox, check their business information using Google Business Profile, and then send a summary of the contact and business details to a Slack channel.

Google Business Profile and Wealthbox integration alternatives

About Google Business Profile

Automate Google Business Profile tasks in Latenode. Update listings, monitor reviews, and track performance metrics automatically. Build workflows that trigger actions based on GBP data, like alerts for negative reviews or automated content updates based on seasonal trends. Integrate with other services to streamline marketing and operations.

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 Business Profile and Wealthbox

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

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

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

Can I update Wealthbox contacts from Google Business Profile reviews?

Yes, you can! Latenode's flexible logic allows you to trigger Wealthbox updates when new reviews are posted, ensuring your contact data stays current and helps personalize outreach.

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

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

  • Create new Wealthbox contacts from Google Business Profile leads.
  • Update Wealthbox contact details with Google Business Profile information.
  • Log Google Business Profile reviews as notes in Wealthbox contacts.
  • Trigger follow-up tasks in Wealthbox based on positive reviews.
  • Send personalized emails via Wealthbox for new Google Business Profile followers.

What Google Business Profile data can I access on Latenode?

Latenode allows you to access data like reviews, questions, location details, and insights to automate workflows.

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

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

  • Historical Google Business Profile data may not be accessible initially.
  • Rate limits from Google Business Profile and Wealthbox APIs apply.
  • Custom field mapping requires familiarity with Wealthbox API.

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