Integrate Wealthbox CRM with Contacts+

Send information between Wealthbox CRM and Contacts+ automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. 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+

Build your own integrations between Wealthbox CRM and Contacts+

Connect Wealthbox CRM and Contacts+ 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 Contacts+ 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

Contact created

Triggers when a contact is created

Business card transcribed

Triggers when a business card is transcribed

Contact updated

Triggers when a contact is updated

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

Tag contact

Tags the specified contact

Create tag

Creates a new tag

Create contact

Creates a new contact

Remove tag from contact

Removes tag from the contact specified

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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.

CRM

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.

Contact Management

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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