Integrate Wealthbox CRM with Apollo.io
Send information between Wealthbox CRM and Apollo.io automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Apollo.io each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Apollo.io 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 contact in Apollo.io.
Generate a new contact in Apollo.io each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Apollo.io
Build your own integrations between Wealthbox CRM and Apollo.io
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Supported triggers and actions
Integrate Wealthbox CRM and Apollo.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create contact
Creates a contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is Apollo.io?
Apollo.io is a sales intelligence and engagement platform that enables users to find lead information, connect with buyers, track emails, and more.
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