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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All Triggers - A trigger kickstarts the flow

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

Row added - Old version

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

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 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

Create spreadsheet

Creates a new spreadsheet

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 - New version

Fetches an existing row by the given value

Fetch row - Old version

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

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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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

“We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back” Know more

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