Import Google Sheets contact to Wealthbox Persons
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.
At a glance
Import Google Sheets contact to Wealthbox Persons is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Google Sheets. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- Make.com
- Connects
- Google Sheets
- Modules
- 2
- Price
- Free
- Version
- v1.0
About this workflow
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.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
Need help setting this up?
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- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you