Integrate Wealthbox CRM with Outlook
Send information between Wealthbox CRM and Outlook automatically, without writing any code, using Zoho Flow.
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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.
Create a new contact is in Outlook each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Outlook
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Supported triggers and actions
Integrate Wealthbox CRM and Outlook 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
Email sent
Triggers when a new email is sent
Event created
Triggers when a new event is created
Email received
Triggers when a new email is received
Task created
Triggers when a new task is added to the selected list
Event updated
Triggers when the details of an existing event are 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
Forward event
Forwards an event request to the specified recipients
Create task
Creates a new task in the selected list
Flag email
Flags the specified email
Send email
Creates and sends a new email
Create contact
Creates a new contact
Create event
Creates a new event
Reply to email
Replies to the specified email
Update task
Updates the details of an existing task in the selected list
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder by name
Fetch calendar
Fetches the details of a calendar by name
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.
Similar apps
What is Outlook?
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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