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
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Google Contacts.
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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 750+ 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 event

Triggers when a new event is created

New note

Triggers when a new note 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 workflow

Triggers when a new workflow 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 event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Create project

Creates a new project

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.

CRM

What is Google Contacts?

Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere.

Contact Management Google

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

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

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