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Integrate Wealthbox CRM with Office 365
Send information between Wealthbox CRM and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact is in Office 365 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 add a new contact in Office 365 whenever a new contact is added 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 Office 365.
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Create a new contact is in Office 365 each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Office 365
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Build your own integrations between Wealthbox CRM and Office 365
Connect Wealthbox CRM and Office 365 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 Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New event
Triggers when a new event is created
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New note
Triggers when a new note is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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New workflow
Triggers when a new workflow is created
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Event updated
Triggers when any detail of an existing event is updated
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Contact added
Triggers when a new contact is added
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Calendar added
Triggers when a new calendar is added
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Email received
Triggers when a new email is received
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Event added
Triggers when a new event is added in the selected calendar
All Actions - Actions are the automated tasks
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create project
Creates a new project
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Create contact
Creates a new contact
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Send email
Creates and sends an email to a recipient
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Add user
Adds a new account user
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Create event
Creates a new event in the selected calendar
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Update event
Updates the details of an existing event by ID
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Update user
Updates the details of a user by ID
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Update contact
Updates the details of an existing contact by ID
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Fetch event
Fetches the details of an existing event by title or ID
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Fetch user
Fetches the details of a user by display name
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Invite user
Invites the specified user to your group
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Find contact folder
Finds a contact folder using name
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Fetch contact
Fetches the details of an existing contact 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.
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