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Integrate Wealthbox CRM with Productive
Send information between Wealthbox CRM and Productive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in Productive as tasks are initiated in Wealthbox CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Productive whenever a new task is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Productive.
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Create tasks in Productive as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Productive
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Set up a new project in Productive each time a new project is initiated in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will set up a new project in Productive each time a new project is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Productive.
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Set up a new project in Productive each time a new project is initiated in Wealthbox CRM
Wealthbox CRM + Productive
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Build your own integrations between Wealthbox CRM and Productive
Connect Wealthbox CRM and Productive 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 Productive 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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Task created
Triggers when a new task is created
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Booking created
Triggers when a new booking is created
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Contact created
Triggers when a new contact is added
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Deal created
Triggers when a new deal is created
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Contract created
Triggers when a new contract is created
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 contract
Creates a new contract
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create booking
Creates a new booking
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Create deal
Creates a new deal
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Update contact
Updates the details of an existing contact
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Update booking
Updates the details of an existing booking
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Update task
Updates the details of an existing task
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Update project
Updates the details of an existing project
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Update deal
Updates the details of an existing deal
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Update contract
Updates the details of an existing contract
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch project
Fetches the details of an existing project using project ID
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Fetch company
Fetches the details of an existing company using name
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Fetch people
Fetches the details of the specified people
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Fetch task
Fetches the details of an existing task using task ID
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Fetch booking
Fetches the details of an existing booking using ID
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Fetch contract
Fetches the details of an existing contract using ID
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Fetch deal
Fetches the details of an existing deal using ID
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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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