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Integrate Wealthbox CRM with Contacts+
Send information between Wealthbox CRM and Contacts+ automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in Contacts+ each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Contacts+ 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 Contacts+.
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Generate a new contact in Contacts+ each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Contacts+
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Build your own integrations between Wealthbox CRM and Contacts+
Connect Wealthbox CRM and Contacts+ with over 850+ 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 Contacts+ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New note
Triggers when a new note is created
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Completed task
Triggers when a task is completed
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New task
Triggers when a new task is created
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New event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New comment
Triggers when a new comment is created
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New opportunity
Triggers when a new opportunity is created
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New project
Triggers when a new project is created
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New workflow
Triggers when a new workflow is created
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Contact created
Triggers when a contact is created
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Business card transcribed
Triggers when a business card is transcribed
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Contact updated
Triggers when a contact is updated
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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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 task
Creates a new task
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Create note
Creates a new note
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Create event
Creates a new event
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Fetch contact
Fetches a contact by email
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Tag contact
Tags the specified contact
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Create tag
Creates a new tag
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Create contact
Creates a new contact
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Remove tag from contact
Removes tag from the contact specified
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Update contact
Updates the details of an existing contact
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Fetch contact
Fetches the details of an existing contact
What is Contacts+?
Contacts+ is a contact management application that lets you sync data across accounts, detect duplicate contacts, scan and share business cards and more.
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