Integrate Wealthbox CRM with Zoho TeamInbox
Send information between Wealthbox CRM and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Zoho TeamInbox 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 will log a new contact in Zoho TeamInbox whenever 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 Zoho TeamInbox.
Generate a new contact in Zoho TeamInbox each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Zoho TeamInbox
Build your own integrations between Wealthbox CRM and Zoho TeamInbox
Connect Wealthbox CRM and Zoho TeamInbox 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 Zoho TeamInbox 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
New comment
Triggers when a new comment is recieved
Inbound reply received
Triggers when a new inbound reply message is received
New outbound message
Triggers when a new outbound message is sent
New inbound message
Triggers when a new inbound message is recieved
Outbound reply
Triggers when a new outbound reply message is sent
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
Send email
Sends a new email
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact using email
What is Zoho TeamInbox?
Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
