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Wealthbox CRM

Use Zoho Flow to integrate Wealthbox CRM with 500+ 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

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

Add new active contacts from Wealthbox CRM to Mailchimp

Use this flow

Create new Ontraport contacts for new Wealthbox CRM contacts

Use this flow

Create tasks in TMetric for new tasks in Wealthbox CRM

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

Popular integrations

  • Donately

    Donately

    Donately provides an online platform for donation forms and fundraising pages. You can embed donation forms into your website, create landing pages, and enable one-time or recurring donations. Category : Forms
  • Google Sheets

    Google Sheets

    Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Spreadsheets, Popular, Google
  • Moosend

    Moosend

    Moosend is email marketing automation software. You can design templates, manage contact lists, and track campaign activity over time. Category : Email Newsletters, Marketing Automation
  • Citrix ShareFile

    Citrix ShareFile

    Citrix ShareFile is a file sharing and transfer tool. You can sync files, encrypt email messages, and collaborate with your team on documents. Category : Files
  • ClickTime

    ClickTime

    ClickTime is an online time tracking system. You can check employee availability, monitor costs, and improve performance with utilization reports. Category : Time Tracking
  • Mailchimp

    Mailchimp

    Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category :
  • Ontraport

    Ontraport

    Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place. Category : Marketing Automation
  • TMetric

    TMetric

    TMetric is a time-tracking app that lets you monitor flexible employee schedules, create invoices, and track your productivity. Category : Time Tracking
  • Asana

    Asana

    Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Project Management, Popular, Team Collaboration
  • Autopilot

    Autopilot

    Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Drip Emails, Marketing Automation
  • Calendly

    Calendly

    Calendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process. Category : Calendar, Scheduling, Popular, Premium
  • Copper

    Copper

    Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision. Category : CRM
  • Monday

    Monday

    Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment. Category : Project Management, Popular, Team Collaboration
  • Slybroadcast

    Slybroadcast

    Slybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID. Category : Phone / SMS
  • Wufoo

    Wufoo

    Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites. Category : Forms
  • YouCanBook.me

    YouCanBook.me

    YouCanBook.me is an online scheduling tool for customer bookings. You can manage your team's availability, customize notifications, and get paid for bookings. Category : Scheduling

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

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Neville Mader Director, Perth Security Services

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