![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Integrate Wealthbox CRM with Outlook
Send information between Wealthbox CRM and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Create a new contact is in Outlook 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 create a new contact is in Outlook each time 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 Outlook.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Create a new contact is in Outlook each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Outlook
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Outlook
Connect Wealthbox CRM and Outlook 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 Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Email sent
Triggers when a new email is sent
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Event created
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Email received
Triggers when a new email is received
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Task created
Triggers when a new task is added to the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Event updated
Triggers when the details of an existing event are updated
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Forward event
Forwards an event request to the specified recipients
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Create task
Creates a new task in the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Flag email
Flags the specified email
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Send email
Creates and sends a new email
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Reply to email
Replies to the specified email
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Update task
Updates the details of an existing task in the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Update contact
Updates the details of an existing contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Update event
Updates the details of an existing event
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Find contact folder
Finds a folder by name
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Fetch calendar
Fetches the details of a calendar by name
![](https://flow-ca-public.nimbuspop.com/flow-apps/outlook.png)
Fetch task
Fetches the details of an existing task by title or ID from the selected list
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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What is Outlook?
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