

Integrate Wealthbox CRM with HighLevel
Send information between Wealthbox CRM and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate a new contact in HighLevel 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 will log a new contact in HighLevel whenever 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 HighLevel.


Generate a new contact in HighLevel each time a new contact is created in Wealthbox CRM
Wealthbox CRM + HighLevel

Build your own integrations between Wealthbox CRM and HighLevel
Connect Wealthbox CRM and HighLevel 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 HighLevel 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

Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed

Pipeline stage changed
Triggers when the stage of an existing pipeline is changed

Contact added
Triggers when a new contact is created

Contact updated
Triggers when the details of an existing contact are updated

Opportunity status changed
Triggers when the status of an opportunity is changed
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 user
Create a new user

Create opportunity
Creates a new opportunity

Add contact to campaign
Adds a contact to an existing campaign

Create contact
Creates a new contact

Create business
Creates a new business

Add tag to contact
Adds a tag to the specified contact

Create task
Creates a new task

Update user
Update the details of an existing user by ID

Update opportunity
Update the details of an existing opportunity by ID

Update contact
Update the details of an existing contact by ID

Fetch contact
Fetches the details of an existing contact by query

Remove contact from campaign
Removes a contact from an existing campaign

Remove tag from contact
Removes a tag from the specified contact
What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >