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Integrate Lucid Meetings with Wealthbox CRM
Send information between Lucid Meetings and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Build your own integrations between Lucid Meetings and Wealthbox CRM
Connect Lucid Meetings and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Lucid Meetings and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New action item
Triggers when a new action item is created
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New meeting
Triggers when a new meeting is scheduled
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Meeting starts
Triggers when a meeting starts
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Meeting ends
Triggers when a meeting ends
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New workflow
Triggers when a new workflow is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
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Create action item
Creates a new action item in the selected room
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Create meeting
Creates a new meeting
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Create project
Creates a new project
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Create task
Creates a new task
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Fetch contact
Fetches a contact by email
What is Lucid Meetings?
Lucid Meetings is an online meeting management platform. You can take shared notes in real time, conduct template-driven meetings, and search online for records of all past meetings.
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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.
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