Integrate Wealthbox CRM with TeamWave
Send information between Wealthbox CRM and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamWave whenever a new task is initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in TeamWave each time 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 TeamWave.
Set up a new task in TeamWave whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + TeamWave
Create a new project in TeamWave whenever a new project is created in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your integrated business suite from financial advisor CRM. This flow will start a new project in TeamWave 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 TeamWave.
Create a new project in TeamWave whenever a new project is created in Wealthbox CRM
Wealthbox CRM + TeamWave
Build your own integrations between Wealthbox CRM and TeamWave
Connect Wealthbox CRM and TeamWave 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 TeamWave 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 activity
Creates a new activity
Create person
Creates a new person
Create event
Creates a new event
Create milestone
Creates a new milestone
Create task list
Creates a new task list
Create deal
Creates a new deal
Create project
Creates a new project
Create organization
Creates a new organization
Create task
Creates a new task
Update person
Updates the details of an existing person
Update organization
Updates the details of an existing organization
Update event
Update the details of an existing event
Update deal
Updates the details of an existing deal
Update task
Updates the details of 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 TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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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.
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
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
