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Integrate Wealthbox CRM with Resource Guru
Send information between Wealthbox CRM and Resource Guru automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new project in Resource Guru when a new project is established in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Resource Guru when a new project is established in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Resource Guru.
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Initiate a new project in Resource Guru when a new project is established in Wealthbox CRM
Wealthbox CRM + Resource Guru
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Build your own integrations between Wealthbox CRM and Resource Guru
Connect Wealthbox CRM and Resource Guru 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 Resource Guru 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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New or Updated Resource
Triggers when a resource is created or updated
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New or Updated Client
Triggers when a client is created or updated
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New or Updated Project
Triggers when a project is created or updated
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New or Updated Booking
Triggers when a booking is created or 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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Create Project
Creates a new project
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Create Booking
Creates a new booking
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Create Resource
Creates a new resource
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.
Similar apps
What is Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
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