Integrate Wealthbox CRM with Google Contacts
Send information between Wealthbox CRM and Google Contacts automatically, without writing any code, using Zoho Flow.
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Add a new contact in Google Contacts 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 log a new contact in Google Contacts whenever 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 new contact in Google Contacts.
Add a new contact in Google Contacts whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Google Contacts
Build your own integrations between Wealthbox CRM and Google Contacts
Connect Wealthbox CRM and Google Contacts with over 900+ 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 Google Contacts 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
Contact created or updated
Triggers when a contact is created or updated
Label created or updated
Triggers when a label is created or updated
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
Add contact to label
Adds an existing contact to the selected label
Create contact
Creates a new contact
Create label
Creates a new label
Update contact
Updates the details of an existing contact
Fetch contact
Fetches a contact by name, email address, or search query. Optionally, creates one if not found.
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.
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What is Google Contacts?
Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere.
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Custom functions
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