Integrate Wealthbox CRM with Streak
Send information between Wealthbox CRM and Streak automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Streak whenever a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Streak 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 Streak.
Create a new contact in Streak whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Streak
Build your own integrations between Wealthbox CRM and Streak
Connect Wealthbox CRM and Streak 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 Streak 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 added
Triggers when a new contact is created in the selected team
Contact updated
Triggers when the details of a contact is updated in the selected team
Stage added
Triggers when a new stage is added to the selected pipeline
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Box pipeline changed
Triggers when a box is moved between pipelines
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Organization created
Triggers when a new organization is created
Box created
Triggers when a new box is created in the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Pipeline created
Triggers when a new pipeline is created
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
Create organization
Creates a new organization
Create new box
Creates a new box
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
Create comment
Creates a new comment
Add contact to box
Adds a contact to the specified box
Update organization
Updates the details of an existing organization
Update box
Updates the properties of the specified box
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task
Fetch organization
Fetches the details of an existing organization by key or name
Fetch contact
Fetches the details of an existing contact by key or email
Fetch box
Fetches the details of the specified box
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 Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
