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Automatically push qualified LeadMagic leads into Wealthbox CRM for streamlined sales. Latenode's visual editor makes complex lead qualification flows easy to build, while affordable execution-based pricing saves you money as your automation scales.
Connect LeadMagic and Wealthbox in minutes with Latenode.
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Create a New Scenario to Connect LeadMagic 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 LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or Wealthbox will be your first step. To do this, click "Choose an app," find LeadMagic or Wealthbox, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
LeadMagic
Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic 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 LeadMagic node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
LeadMagic
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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 LeadMagic 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 LeadMagic 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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LeadMagic
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LeadMagic, 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 LeadMagic and Wealthbox integration works as expected. Depending on your setup, data should flow between LeadMagic and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LeadMagic + Wealthbox + Slack: When a new lead is captured in LeadMagic, the automation creates a corresponding contact in Wealthbox CRM. A notification is then sent to a specified Slack channel to alert the sales team about the new lead.
Wealthbox + LeadMagic + Mailchimp: When a new contact is created in Wealthbox, the automation searches for the lead in LeadMagic. If found, the lead's email is added to a welcome email sequence in Mailchimp.
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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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 LeadMagic account to Wealthbox using Latenode?
To connect your LeadMagic account to Wealthbox on Latenode, follow these steps:
Can I automatically add new LeadMagic leads to Wealthbox?
Yes, you can! Latenode automates lead creation in Wealthbox from LeadMagic. Triggered by new leads, Latenode instantly updates Wealthbox, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating LeadMagic with Wealthbox?
Integrating LeadMagic with Wealthbox allows you to perform various tasks, including:
HowsecureistheLeadMagicintegrationwithWealthboxonLatenode?
Latenodeemploysadvancedsecuritymeasurestoensureyourdataisprotected. Weuseencryptionandsecureauthenticationprotocolsto safeguard your LeadMagic and Wealthbox data.
Are there any limitations to the LeadMagic and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: