Question

How can I update existing Wealthbox CRM records with new data from an online form?

  • 14 August 2023
  • 1 reply
  • 77 views

Hey folks, noticing that Wealthbox CRM doesn’t have an action that allows us to update an existing record (contact, household, etc).  Is this feature in development, and does anyone know of any workarounds for this?

 

Specifically, I’m imagining a sales funnel where we get a prospect’s name and e-mail address and use that info to create an initial Wealthbox contact record.  After we have a call with them, we send them another online form with lots of questions and ideally that information is used to complete the remainder of the Wealthbox profile.

 

Thanks for any input!


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1 reply

Userlevel 7
Badge +14

Hi @ChrisDiodato 

Good question.

Most apps on Zapier are built and maintained by the app developers themselves, so you can try reaching out to Wealthbox Support.

You’ll likely have to explore using the Wealthbox API: http://dev.wealthbox.com/?_gl=1*3rru9t*_gcl_au*MjA0NTg1NDAwMC4xNjkyMDQ2MzI2#introduction-introduction

App APIs can be used in Zaps with these apps:

  • Code
  • Webhooks