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Wealthbox CRM

Use Zoho Flow to integrate Wealthbox CRM with 450+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Wealthbox CRM with 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 Wealthbox CRM integration flows to get started

Create notes in Wealthbox CRM for new fundraisers in Donately

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

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Add new subscribers on Moosend as contacts in Wealthbox CRM

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Create Citrix ShareFile folders from new Wealthbox CRM leads

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Create time entries in ClickTime for new Wealthbox CRM tasks

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Create new Ontraport contacts for new Wealthbox CRM contacts

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Create tasks in TMetric for new tasks in Wealthbox CRM

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

Wealthbox CRM supports following triggers and actions

All Triggers - A trigger kickstarts the flow

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 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 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.

Access Zoho Flow

Testimonial

Derek MurashigeCIO, Western Container Sales

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

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.