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Wealthbox CRM + Google Ads Integrations

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

About Wealthbox CRM

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

About Google Ads

Google Ads is an online advertising platform developed by Google, where advertisers bid to display brief advertisements, service offerings, product listings, or videos to web users.

Google Ads Integrations
Connect Wealthbox CRM + Google Ads in easier way

It's easy to connect Wealthbox CRM + Google Ads 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 Ad

    Triggers when a new Ad is created in Google Ads

  • New Ad Group

    Triggers when a new ad group is created in Google Ads

  • New Campaign

    Trigger on adding new campaign.

  • New User List

    Triggers when a new user list is created.

    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.

How Wealthbox CRM & Google Ads 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 Google Ads as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Google Ads with Appy Pie Connect.

    (2 minutes)

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