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Adding Wealthbox contact to household

  • December 30, 2024
  • 2 replies
  • 14 views

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

I keep getting an error message when trying to have a contact added to a household in Wealthbox.

My Zap successfully creates a new contact when a meeting is booked as well as successfully creating a new household. 

My next set is to find a contact and then add that contact to a household. it is successful during a Test, but is not successful outside of the Test.

 

Here is my process:

 

Find Contact:

Add member to Household:

 

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2 replies

Troy Tessalone
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  • Zapier Expert
  • 30962 replies
  • December 31, 2024

Hi ​@RossB 

For Zap step 6, you would need to map dynamic variables from previous steps for these fields:

  • Household
    • Expects the Household ID
  • Member
    • Expects the Member ID

Help link for the expected values to map to dropdown fields: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

 


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  • Zapier Staff
  • 9 replies
  • January 1, 2025

Hi ​@RossB 

 

Welcome to the Zapier community!

 

From the screenshot you shared, I believe you’ll need to:

  • map the “Member ID” or some similar ID value of the contact created that you’re looking to add to the group.
  • in the “Member” field of the “Add member to Household” action step. Click on the three dots on the right of the field to set a custom value instead of a static one.

That said, you might not need the #5 (Find Contact in Wealthbox CRM) step if you can find this member ID in the third step (Create Contact in Wealthbox CRM).

 

Hope this helps!