

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


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+.


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 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

New event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

Business card transcribed
Triggers when a business card is transcribed

Contact updated
Triggers when a contact is updated

Contact created
Triggers when a contact is created
All Actions - Actions are the automated tasks

Create note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email

Create tag
Creates a new tag

Create contact
Creates a new contact

Tag contact
Tags the specified 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 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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