Use Zoho Flow to integrate Wealthbox CRM with 400+ 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
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Prebuilt Wealthbox CRM integration flows to get started
Create notes in Wealthbox CRM for new fundraisers in Donately
Use this flow
Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
Use this flow
Add new subscribers on Moosend as contacts in Wealthbox CRM
Use this flow
Create Citrix ShareFile folders from new Wealthbox CRM leads
Use this flow
Create time entries in ClickTime for new Wealthbox CRM tasks
Use this flow
Create tasks in TMetric for new tasks in Wealthbox CRM
Use this flowDidn't find the Wealthbox CRM integration you are looking for? Create one yourself.
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
Triggers
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
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
Actions
Create task
Creates a new task
Create note
Creates a new note
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches a contact by email
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.
Start your 15 day free trial
Testimonial
“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
How Zoho Flow Works
Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.