--- title: "Connect Google Contacts and Wealthbox CRM - APIANT.ai" description: "When \"New Contact\" fires in Google Contacts, your agent runs \"Find Contact\" in Wealthbox CRM." canonical: "https://apiant.ai/connect/google-contacts-to-wealthbox-crm" --- # Connect Google Contacts and Wealthbox CRM When **New Contact** fires in [Google Contacts](https://apiant.ai/connections/google-contacts), your agent runs **Find Contact** in [Wealthbox CRM](https://apiant.ai/connections/wealthbox-crm), or **New Contact** in Wealthbox CRM to **Create Contact** in Google Contacts. Describe the whole flow and it is built, tested on every scenario and kept running. Google Contacts **3** triggers Google Contacts **7** actions Wealthbox CRM **5** triggers Wealthbox CRM **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Google Contacts and Wealthbox CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Google Contacts and Wealthbox CRM can do together ### From Google Contacts to Wealthbox CRM - When **New Contact** in Google Contacts then **Find Contact** in Wealthbox CRM - When **New Group** in Google Contacts then **Get contact** in Wealthbox CRM ### From Wealthbox CRM to Google Contacts - When **New Contact** in Wealthbox CRM then **Create Contact** in Google Contacts - When **New Event** in Wealthbox CRM then **Add Contact to Group** in Google Contacts Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Google Contacts and Wealthbox CRM ## Triggers and actions 8 triggers · 17 actions - Trigger **New Contact** Triggers when a new contact is added to Google Contacts. - Trigger **New Group** Triggers when a new contact group (label) is created in Google Contacts. - Trigger **New or Updated Contact** Triggers when a contact is added to Google Contacts or an existing contact is changed. - Action **Add Contact to Group** Adds an existing contact to a contact group (label). - Action **Create Contact** Creates a new contact in Google Contacts with a name, email address, phone number, company and notes. - Action **Create Group** Creates a new contact group (label) in Google Contacts. - Action **Delete Contact** Permanently deletes a contact from Google Contacts. - Action **Find Contact** Finds contacts whose name, email address, phone number or company matches the search text. - Action **Get Contact** Returns a contact's name, email addresses, phone numbers, company, notes and group memberships. - Action **Update Contact** Updates an existing Google contact's name, email address, phone number, company or notes; fields left blank are kept. - Trigger **New Contact** Triggers when a new contact is created in Wealthbox. - Trigger **New Event** Triggered when a new event is created in Wealthbox. - Trigger **New Opportunity** Triggered when a new opportunity is created in Wealthbox. - Trigger **New Project** Triggered when a new project is created in Wealthbox. - Trigger **Task Complete** Triggers when a task is marked complete in Wealthbox. - Action **Add Member to Household** Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members. - Action **Create Household** Creates a new household in Wealthbox and returns the household record. - Action **Delete contact** Deletes an existing contact from your Wealthbox workspace. - Action **Delete household member** Removes a contact from a household in Wealthbox and returns the updated household with its remaining members. - Action **Delete task** Deletes an existing task from the Wealthbox workspace and returns the deleted task. - Action **Find Contact** Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag. - Action **Get contact** Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields. - Action **Get opportunity** Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields. - Action **Get task** Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields. - Action **List tasks** Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time. ## Each app on its own - [ **Google Contacts** Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you...](https://apiant.ai/connections/google-contacts) - [ **Wealthbox CRM** Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships...](https://apiant.ai/connections/wealthbox-crm) Reviews ## What our customers say ## More from Google Contacts - [ **Google Contacts to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/google-contacts-to-elevenlabs) - [ **Google Contacts to JQ** JQ is a lightweight JSON processor that lets you use filters like map, select, and reduce to query...](https://apiant.ai/connect/google-contacts-to-jq) - [ **Google Contacts to no2bounce** Catch-all and Risky Email Validation Instant Results to Enhance Email Deliverability](https://apiant.ai/connect/google-contacts-to-no2bounce) - [ **Google Contacts to Twenty** Twenty is a modern Open-Source CRM platform.](https://apiant.ai/connect/google-contacts-to-twenty) - [ **Google Contacts to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/google-contacts-to-hubspot) - [ **Google Contacts to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/google-contacts-to-salesforce) ## More into Wealthbox CRM - [ **HubSpot to Wealthbox CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wealthbox-crm) - [ **Salesforce to Wealthbox CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wealthbox-crm) - [ **Slack to Wealthbox CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wealthbox-crm) - [ **Google Sheets to Wealthbox CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wealthbox-crm) - [ **Gmail to Wealthbox CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wealthbox-crm) - [ **Google Calendar to Wealthbox CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wealthbox-crm) Questions ## Google Contacts and Wealthbox CRM, answered ### ### What can start an automation from Google Contacts? Any of Google Contacts's 3 triggers in the catalog, including New Contact, New Group and New or Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Wealthbox CRM when something happens in Google Contacts? Any of Wealthbox CRM's 10 actions, including Create Household, Add Member to Household, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wealthbox CRM to Google Contacts? Yes. When something happens in Wealthbox CRM, your agent can act in Google Contacts too. This page covers both directions: Wealthbox CRM's triggers and Google Contacts's actions are listed here as well. ### ### Do I have to build a connector for Google Contacts or Wealthbox CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Google Contacts and Wealthbox CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.