Use Zoho Flow to integrate Wealthbox CRM with 750+ 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
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 flowDidn't find the Wealthbox CRM integration you are looking for? Create one yourself.
Popular integrations
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 : FormsGoogle 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, GoogleMoosend
Moosend is email marketing automation software. You can design templates, manage contact lists, and track campaign activity over time. Category : Email Newsletters, Marketing AutomationCitrix 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 : FilesClickTime
ClickTime is an online time tracking system. You can check employee availability, monitor costs, and improve performance with utilization reports. Category : Time TrackingMailchimp
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 : Email Newsletters, PopularOntraport
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 AutomationTMetric
TMetric is a time-tracking app that lets you monitor flexible employee schedules, create invoices, and track your productivity. Category : Time Tracking
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 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 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 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 (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
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 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 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
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
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.
Start your 15 day free trial
Testimonial
“First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too.” Know more
Watch Zoho Flow in action
