Use Zoho Flow to integrate Wealthbox CRM with 550+ apps without writing code. Automate any tasks that keep you away from what you do best.
Connect Wealthbox CRM with your apps and move data seamlessly
Automate redundant manual tasks and save your precious time and effort
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt Wealthbox CRM integration flows to get started
AsanaAsana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Project Management, Team Collaboration
AutopilotAutopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Marketing Automation
CalendlyCalendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process. Category :
CopperCopper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision. Category : CRM
MailchimpMailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Marketing Automation
MondayMonday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment. Category :
SlybroadcastSlybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID. Category : Phone / SMS
WufooWufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites. Category :
YouCanBook.meYouCanBook.me is an online scheduling tool for customer bookings. You can manage your team's availability, customize notifications, and get paid for bookings. Category : Scheduling
Wealthbox CRM supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new opportunity is created
Triggers when a new task is created
Triggers when a new comment is created
Triggers when a new note is created
Triggers when a new workflow is created
Triggers when a new event is created
Triggers when a new project is created
Triggers when a task is completed
Triggers when a new contact is created
All Actions - Action are the automated tasks
Creates a new contact
Creates a new event
Creates a new project
Creates a new opportunity
Creates a new note
Creates a new task
Fetches a contact by email
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What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.”