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    Google Sheets
    Wealthbox

    Import Google Sheets contact to Wealthbox Persons

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    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.

    Apps Included

    Google Sheets
    Google Sheets
    Wealthbox
    Wealthbox
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    Categories
    CRM
    Spreadsheets
    Get this template

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    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.

    All Modules (66)
    Google Sheets
    Add a Conditional Format Rule

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

    Action
    Wealthbox
    Add a Member to a Household

    Adds a member to the household.

    Action
    Google Sheets
    Add a Row

    Appends a new row to the bottom of the table.

    Action
    Google Sheets
    Add a Sheet

    Adds a new sheet.

    Action
    Google Sheets
    Clear Values from a Range

    Clears a specified range of values from a spreadsheet.

    Action
    Google Sheets
    Clear a Cell

    Cleares a specific cell.

    Action
    Google Sheets
    Clear a Row

    Clears values from a specific row.

    Action
    Wealthbox
    Complete a Workflow Step

    Completes a workflow step.

    Action
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    Copy a Sheet

    Copies a sheet to another spreadsheet.

    Action

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