Import Google Sheets contact to Wealthbox Persons

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Apps used in template

Google Sheets

Wealthbox

About

Every time a new conatct is added to Google Sheet, a new contact is automatically created in Wealthbox. Wealthbox offers many parameters for contact, in this template we will work only with Personal contacts using First name, Last name, and Email in columns A, B, and C.

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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

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Adds a member to the household.

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Action

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