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Automatically create Wealthbox contacts from new Google contacts, ensuring your CRM is always up-to-date. Latenode’s visual editor and affordable execution-based pricing let you easily customize and scale contact management, adding custom fields or logic with JavaScript.
Connect Google contacts and Wealthbox in minutes with Latenode.
Create Google contacts to Wealthbox workflow
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Create a New Scenario to Connect Google contacts 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 contacts, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google contacts or Wealthbox will be your first step. To do this, click "Choose an app," find Google contacts or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Google contacts Node
Select the Google contacts node from the app selection panel on the right.
Google contacts
Configure the Google contacts
Click on the Google contacts node to configure it. You can modify the Google contacts 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 Google contacts node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Google contacts
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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 Google contacts 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 Google contacts 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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Google contacts
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google contacts, 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 contacts and Wealthbox integration works as expected. Depending on your setup, data should flow between Google contacts and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Google Contacts + Wealthbox + Google Sheets: When a new contact is added to Google Contacts, it automatically creates a person contact in Wealthbox, and then logs the contact's details in a Google Sheet.
Wealthbox + Google Contacts + Slack: When a person contact is updated in Wealthbox, the corresponding contact is updated in Google Contacts, and a notification is sent to a designated Slack channel to inform the sales team.
About Google contacts
Sync Google Contacts with Latenode to automate contact management. Update records, trigger follow-ups, or enrich profiles based on events in other apps. Avoid manual data entry; use Latenode’s visual builder to create flows that sync contacts across your marketing and sales tools, adding custom logic without 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 Google contacts account to Wealthbox using Latenode?
To connect your Google contacts account to Wealthbox on Latenode, follow these steps:
Can I automatically update Wealthbox contacts from Google contacts?
Yes, you can! Latenode lets you sync contact data, ensuring Wealthbox stays current. Benefit from real-time updates and eliminate manual data entry.
What types of tasks can I perform by integrating Google contacts with Wealthbox?
Integrating Google contacts with Wealthbox allows you to perform various tasks, including:
Can I filter Google contacts before creating Wealthbox contacts?
Yes! Latenode allows filtering Google contacts using advanced logic and JavaScript steps, ensuring only relevant contacts are created in Wealthbox.
Are there any limitations to the Google contacts and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: