Use Zoho Flow to integrate Google Sheets with Wealthbox CRM, in atleast 91 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet

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Didn't find the integration you are looking for? Create one yourself.

All Triggers - A trigger kickstarts the flow

Row added - New version

Triggers when a new row is added to the bottom of the selected worksheet

Spreadsheet created

Triggers when a new spreadsheet is created

Row added - Old version

Triggers when a new row is added to the bottom of the selected worksheet. (Will be deprecated soon)

Worksheet created

Triggers when a new worksheet is created in the selected spreadsheet

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow is created

New task

Triggers when a new task is created

New comment

Triggers when a new comment is created

New note

Triggers when a new note is created

New event

Triggers when a new event is created

New project

Triggers when a new project is created

Completed task

Triggers when a task is completed

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All Actions - Action are the automated tasks

Create spreadsheet

Creates a new spreadsheet

Create row - Old version

Creates a new row in the selected worksheet. (Will be deprecated soon)

Create row - New version

Creates a new row in the selected worksheet

Update row - Old version

Updates the specified row in the selected worksheet. (Will be deprecated soon)

Update row - New version

Updates the specified row in the selected worksheet

Fetch row - Old version

Fetches an existing row by the given value. (Will be deprecated soon)

Fetch row - New version

Fetches an existing row by the given value

Create project

Creates a new project

Create task

Creates a new task

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Fetch contact

Fetches a contact by email

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Google Sheets

SpreadsheetPopularGoogle

Wealthbox CRM

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.

Testimonial

Owain ap ReesSales Director, Artico

“It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it!” Know more

Watch Zoho Flow in action

Advanced tools to help you build complex workflows in minutes

Webhooks

Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

Schedules

Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

Decisions

Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

Delays

Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.