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Integrate Wealthbox CRM with Outlook
Send information between Wealthbox CRM and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact is in Outlook 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 create a new contact is in Outlook 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 Outlook.
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Create a new contact is in Outlook each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Outlook
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Build your own integrations between Wealthbox CRM and Outlook
Connect Wealthbox CRM and Outlook 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 Outlook 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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Email received
Triggers when a new email is received
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Event created
Triggers when a new event is created
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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Create contact
Creates a new contact
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Flag email
Flags the specified email
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Reply to email
Replies to the specified email
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Send email
Creates and sends a new email
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Create event
Creates a new event
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Update event
Updates a event by id
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Update contact
Updates the details of an existing contact
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Fetch calendar
Fetches the details of a calendar by name
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Fetch event
Fetches an event by title
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Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
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Find contact folder
Finds a folder by name
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.
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