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
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.
Create a new contact is in Outlook each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Outlook
Build your own integrations between Wealthbox CRM and Outlook
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Supported triggers and actions
Integrate Wealthbox CRM and Outlook 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
Email received
Triggers when a new email is received
Event created
Triggers when a new event 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
Send email
Creates and sends a new email
Create event
Creates a new event
Create contact
Creates a new contact
Flag email
Flags the specified email
Reply to email
Replies to the specified email
Update contact
Updates the details of an existing contact
Update event
Updates a event by id
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches an event by title
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
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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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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