Integrate Wealthbox CRM with TeamGrid
Send information between Wealthbox CRM and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamGrid whenever a new task is initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to TeamGrid every time a new task is added 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 TeamGrid.
Set up a new task in TeamGrid whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + TeamGrid
Start a new project in TeamGrid whenever a new project is launched in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in TeamGrid 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 TeamGrid.
Start a new project in TeamGrid whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + TeamGrid
Build your own integrations between Wealthbox CRM and TeamGrid
Connect Wealthbox CRM and TeamGrid 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 TeamGrid 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 completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task is created
Contact created
Triggers when a new contact 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 project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
