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Integrate Wealthbox CRM with TeamWave
Send information between Wealthbox CRM and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in TeamWave whenever a new task is initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in TeamWave each time a new task is created 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 TeamWave.
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Set up a new task in TeamWave whenever a new task is initiated in Wealthbox CRM
Wealthbox CRM + TeamWave
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Create a new project in TeamWave whenever a new project is created in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your integrated business suite from financial advisor CRM. This flow will start a new project in TeamWave whenever a new project is launched 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 TeamWave.
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Create a new project in TeamWave whenever a new project is created in Wealthbox CRM
Wealthbox CRM + TeamWave
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Build your own integrations between Wealthbox CRM and TeamWave
Connect Wealthbox CRM and TeamWave 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 TeamWave 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
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 milestone
Creates a new milestone
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Create activity
Creates a new activity
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Create project
Creates a new project
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Create deal
Creates a new deal
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Create task
Creates a new task
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Create organization
Creates a new organization
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Create event
Creates a new event
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Create person
Creates a new person
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Create task list
Creates a new task list
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Update event
Update the details of an existing event
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Update organization
Updates the details of an existing organization
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Update task
Updates the details of an existing task
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Update deal
Updates the details of an existing deal
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Update person
Updates the details of an existing person
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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