

Integrate Wealthbox CRM with Insightful
Send information between Wealthbox CRM and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up tasks in Insightful when new tasks are initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Insightful when a new task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Insightful.


Set up tasks in Insightful when new tasks are initiated in Wealthbox CRM
Wealthbox CRM + Insightful


Set up a new project in Insightful each time a new project is initiated in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Insightful whenever a new project is launched in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Insightful.


Set up a new project in Insightful each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Insightful

Build your own integrations between Wealthbox CRM and Insightful
Connect Wealthbox CRM and Insightful 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 Wealthbox CRM and Insightful 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

Project created
Triggers when a new project is created

Employee created
Triggers when a new employee is created

Task created
Triggers when a new task is created

Team created
Triggers when a new team 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 task
Creates a new task

Create project
Creates a new project

Create team
Creates a new team

Create employee
Creates a new employee

Update task
Updates the details of an existing task

Update project
Updates the details of an existing project

Update team
Updates the details of an existing team

Deactivate employee
Deactivates an existing employee

Update employee
Updates the details of an existing employee

Fetch project
Fetches the details of an existing project using ID

Fetch task
Fetches the details of an existing task using ID

Fetch employee
Fetches the details of an existing employee using ID

Fetch team
Fetches the details of an existing team using ID
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.
Similar apps
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >