Integrate Wealthbox CRM with Hiveage

Send information between Wealthbox CRM and Hiveage automatically, without writing any code, using Zoho Flow.

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Add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Hiveage.
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Add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + Hiveage

Build your own integrations between Wealthbox CRM and Hiveage

Connect Wealthbox CRM and Hiveage with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wealthbox CRM and Hiveage 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

New estimate

Triggers when a new estimate is created

New expense entry

Triggers when a new expense entry is created

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is created

New item

Triggers when a new item is created

New connection

Triggers when a new connection is created

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 connection

Creates a new connection

Create item

Creates a new item

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create expense entry

Creates a new expense entry

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.

CRM

What is Hiveage?

Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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