Integrate Wealthbox CRM with Hiveage

Send information between Wealthbox CRM and Hiveage automatically, without writing any code, using Zoho Flow.

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Add a new contact in Hiveage 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 add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Hiveage.
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Add a new contact in Hiveage whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + Hiveage

Build your own integrations between Wealthbox CRM and Hiveage

Connect Wealthbox CRM and Hiveage 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 Hiveage 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

New item

Triggers when a new item is created

New invoice

Triggers when a new invoice is created

New connection

Triggers when a new connection is created

New estimate

Triggers when a new estimate is created

New contact

Triggers when a new contact is created

New expense entry

Triggers when a new expense entry 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 expense entry

Creates a new expense entry

Create contact

Creates a new contact

Create connection

Creates a new connection

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create item

Creates a new item

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.

CRM

What is Hiveage?

Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.

Proposals & Invoices

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.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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