Import Google Sheets contact to Wealthbox Persons
Apps used in template
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.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Adds a member to the household.
Appends a new row to the bottom of the table.
Adds a new sheet.
Clears a specified range of values from a spreadsheet.
Cleares a specific cell.
Clears values from a specific row.
Completes a workflow step.
Copies a sheet to another spreadsheet.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make