Overview
This article explains how to connect GoTo Meeting and Wealthbox CRM using Zapier, so meetings scheduled in GoTo Meeting can automatically create or update records in Wealthbox. No walkthrough video is currently available for this integration.
What is the GoTo Meeting–Wealthbox integration?
The GoTo Meeting–Wealthbox integration is an automated connection, built through Zapier, between GoTo Meeting (a video conferencing platform) and Wealthbox's CRM. It is not a native, built-in integration — it runs through Zapier, a third-party automation platform.
How does it work?
Zapier links the two apps using a trigger (an event in one app) and an action (a resulting event in the other app). For example, when a new meeting is created in GoTo Meeting, Zapier can automatically create a matching event, task, or note in Wealthbox.
Available GoTo Meeting triggers
- New Meeting — starts the automation when a new meeting is created in your account.
Available GoTo Meeting actions
- Create Meeting — creates a scheduled meeting in your account. Requires a subject, start time, end time, conference call info, and meeting type.
Available Wealthbox triggers
- New Contact
- New Event
- New Opportunity
- New Task
- New Note
- New Project
- New Workflow
- New Comment
- Task Complete
- Workflow Step Complete
- Contact Updated (Premier and Enterprise plans only)
Available Wealthbox actions
- Create Contact
- Update Contact
- Find or Create a Contact
- Find Contact
- Create Task
- Create Note
- Create Event
- Create Opportunity
- Create Household
- Add Member to Household
- Start Workflow
Step-by-step setup instructions
- Sign in to Zapier, or create a free account.
- Select Create Zap.
- Choose GoTo Meeting as the trigger app.
- Select New Meeting as the trigger event.
- Connect your GoTo Meeting account and enter your login credentials when prompted.
- Choose Wealthbox CRM as the action app.
- Select an action event, such as Create Event or Create Task.
- Connect your Wealthbox account and enter your login credentials when prompted.
- Map the fields you want to pass from GoTo Meeting into Wealthbox, such as the meeting subject, start time, and end time.
- Select Test step to confirm the data passes correctly.
- Turn on the Zap to activate the automation.
Troubleshooting steps
- Issue: New GoTo Meeting meetings aren't triggering the Zap. Solution: Confirm your GoTo Meeting account is still connected and authorized, and note that on the Free Zapier plan, this trigger checks for new meetings roughly every 15 minutes rather than instantly.
- Issue: Fields aren't mapping correctly to Wealthbox. Solution: Revisit the field mapping in step 9 and confirm each GoTo Meeting field is matched to the correct Wealthbox field, especially required fields like Title or Starts At.
- Issue: The Wealthbox action isn't available to select. Solution: Some triggers, such as Contact Updated, are limited to Premier and Enterprise Wealthbox plans. Confirm your plan level supports the trigger or action you're trying to use.
- Issue: The Zap test fails at the Wealthbox step. Solution: Reconnect your Wealthbox account under the Zap's account settings and confirm all required fields (marked Required) are mapped.
FAQ
- Can I trigger from Wealthbox instead of GoTo Meeting? Yes. Any Wealthbox trigger, such as New Contact or New Opportunity, can be paired with the GoTo Meeting Create Meeting action.
- Do I need to know how to code to set this up? No. The setup is done through Zapier's visual builder.
- Is the New Meeting trigger instant? No. It's a polling trigger, meaning Zapier checks for new meetings periodically (about every 15 minutes on the Free plan) rather than firing the moment a meeting is created.