Integrate Wealthbox CRM with Apollo.io
Send information between Wealthbox CRM and Apollo.io automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Apollo.io each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Apollo.io each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a contact in Apollo.io.
Generate a new contact in Apollo.io each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Apollo.io
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Supported triggers and actions
Integrate Wealthbox CRM and Apollo.io 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
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 contact
Creates a new contact
Create account
Creates a new account
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update account
Updates the details of an existing account
Fetch contact
Fetches the details of an existing contact
Fetch account
Fetches the details of an existing account
What is Apollo.io?
Apollo.io is a sales intelligence and engagement platform that enables users to find lead information, connect with buyers, track emails, and more.
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