Integrate Wealthbox CRM with Google Sheets
Send information between Wealthbox CRM and Google Sheets automatically, without writing any code, using Zoho Flow.
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Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
How it works
Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
Google Sheets + Wealthbox CRM
Build your own integrations between Wealthbox CRM and Google Sheets
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Supported triggers and actions
Integrate Wealthbox CRM and Google Sheets using the below 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
Row added - Old version
Triggers when a new row is added to the bottom of the selected worksheet. (Will be deprecated soon)
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
All Actions - Actions 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
Create spreadsheet
Creates a new spreadsheet
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
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 - Old version
Fetches an existing row by the given value. (Will be deprecated soon)
Fetch row - New version
Fetches an existing row by the given value
What is Google Sheets?
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily.
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Custom functions
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