Integrate Wealthbox CRM with Outreach

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

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Generate a new contact in Outreach each time a new contact is created in Wealthbox CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Outreach whenever a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow adds a new recipient in Outreach.
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Generate a new contact in Outreach each time a new contact is created in Wealthbox CRM

Wealthbox CRM + Outreach

Build your own integrations between Wealthbox CRM and Outreach

Connect Wealthbox CRM and Outreach 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 Outreach 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

Opportunity updated

Triggers when any detail of an existing opportunity is updated

Sequence state created or deleted

Triggers when a sequence state is created or deleted

Sequence state updated

Triggers when the state of an existing sequence is updated

Account created or deleted

Triggers when an account is created or deleted

Task created or deleted

Triggers when a task is created or deleted

Mail updated

Triggers when any detail of an existing mail is updated

Task updated

Triggers when any detail of an existing task is updated

Mailing event

Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Prospect updated

Triggers when any detail of an existing prospect is updated

Sequence updated

Triggers when any detail of an existing sequence is updated

Call created or deleted

Triggers when a call is created or deleted

Sequence created or deleted

Triggers when a sequence is created or deleted

Opportunity created or deleted

Triggers when an opportunity is created or deleted

Prospect created or deleted

Triggers when a prospect is created or deleted

Call updated

Triggers when any detail of an existing call is updated

Account updated

Triggers when any detail of an existing account is 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

Create account

Creates a new account

Log call

Logs a new call

Create task

Creates a new task

Add prospect to sequence

Adds a prospect to the specified sequence

Add prospect

Adds a new prospect

Add recipient

Adds a new recipient

Create opportunity

Creates a new opportunity

Update prospect

Updates an existing prospect

Update account

Updates the details of an existing account

Fetch prospect - By name or email

Fetches the details of an existing prospect by first name, last name, or email

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch user - By email address

Fetches the details of an existing user by email address

Fetch user - By ID

Fetches the details of an existing user by ID

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch persona - By name

Fetches the details of an existing persona by name

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch call disposition - By ID

Fetches the details of an existing call disposition status by ID

Fetch call purpose - By ID

Fetches the details of an existing call purpose by ID

Fetch persona - By ID

Fetches the details of an existing persona by ID

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch sequence

Fetches the details of a sequence by its name

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch account - By name

Fetches the details of an existing account by name

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 Outreach?

Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Technical Engineer, Master Liveaboards

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