Integrate Google Sheets with Wealthbox CRM
Send information between Google Sheets and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
How it works
Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
Google Sheets + Wealthbox CRM
Build your own integrations between Google Sheets and Wealthbox CRM
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Supported triggers and actions
Integrate Google Sheets and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Spreadsheet created
Triggers when a new spreadsheet is created
Row added - New version
Triggers when a new row is added to the bottom of the selected worksheet
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
All Actions - Actions 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
What is Google Sheets?
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily.
Similar apps
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
