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
Build your own integrations between Wealthbox CRM and Apollo.io
Connect Wealthbox CRM and Apollo.io with over 800+ 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 Apollo.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New opportunity
Triggers when a new opportunity 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 workflow
Triggers when a new workflow 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 contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create event
Creates a new event
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create note
Creates a new note
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
