Integrate Wealthbox CRM with Zoho TeamInbox
Send information between Wealthbox CRM and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Zoho TeamInbox each time a new contact is created 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 Zoho TeamInbox 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 Zoho TeamInbox.
Generate a new contact in Zoho TeamInbox each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Zoho TeamInbox
Build your own integrations between Wealthbox CRM and Zoho TeamInbox
Connect Wealthbox CRM and Zoho TeamInbox 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 Zoho TeamInbox 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 inbound message
Triggers when a new inbound message is recieved
Outbound reply
Triggers when a new outbound reply message is sent
Inbound reply received
Triggers when a new inbound reply message is received
New outbound message
Triggers when a new outbound message is sent
New comment
Triggers when a new comment is recieved
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 new contact
Send email
Sends a new email
Fetch contact by email
Fetches the details of an existing contact using email
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
