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Wealthbox CRM + Eventbrite Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Eventbrite

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Eventbrite

Eventbrite is an event management site that allows users to create, browse, and promote their events. it lets you organize any kind of event, from the birthday party, family reunion, spiritual retreat, community art festival, or just any event that involves people getting together.

Eventbrite Integrations

Best Wealthbox CRM and Eventbrite Integrations

  • Wealthbox CRM Google Sheets

    Eventbrite + Google Sheets

    Add new Eventbrite guests to a spreadsheet in Google Sheets Read More...
    When this happens...
    Wealthbox CRM New Attendee Registered
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Save time and effort by automatically adding new Eventbrite guests into your Google Sheets. You can now seamlessly import data about new attendees without having to re-enter any information. Set up this integration and Appy Pie Connect will automatically add each Eventbrite contact to Google Sheets. This means you no longer have to export your sheets to get the information you need, saving you time and preventing errors when using data on multiple worksheets.
    How This Eventbrite -Google Sheets Integration Work
    • A new attendee is added to Eventbrite
    • Appy Pie Connect create new row on Google Sheets
    Apps Involved
    • Eventbrite
    • Google Sheets
  • Wealthbox CRM Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Wealthbox CRM + Eventbrite in easier way

It's easy to connect Wealthbox CRM + Eventbrite without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • New Attendee Check In

    Triggers when an attendee checks into an event.

  • New Attendee Registered

    Triggers when an attendee orders a ticket for an event.

  • New Event

    Triggers when a new event is created within an organization.

  • New Order

    Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transactional information.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • Create Event

    Creates an event within an organization.

How Wealthbox CRM & Eventbrite Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Eventbrite as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Eventbrite with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.