

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


Generate a new contact in Outreach each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Outreach 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 adds a new recipient in Outreach.


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

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Supported triggers and actions
Integrate Wealthbox CRM and Outreach 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

Mail updated
Triggers when any detail of an existing mail is updated

Opportunity created or deleted
Triggers when an opportunity is created or deleted

Task updated
Triggers when any detail of an existing task is updated

Prospect updated
Triggers when any detail of an existing prospect is updated

Prospect created or deleted
Triggers when a prospect is created or deleted

Sequence state created or deleted
Triggers when a sequence state is created or deleted

Sequence created or deleted
Triggers when a sequence is created or deleted

Task created or deleted
Triggers when a task is created or deleted

Account created or deleted
Triggers when an account is created or deleted

Account updated
Triggers when any detail of an existing account is updated

Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Sequence updated
Triggers when any detail of an existing sequence is updated

Sequence state updated
Triggers when the state of an existing sequence is updated

Opportunity updated
Triggers when any detail of an existing opportunity is updated

Call created or deleted
Triggers when a call is created or deleted

Call updated
Triggers when any detail of an existing call is updated
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

Add prospect
Adds a new prospect

Add prospect to sequence
Adds a prospect to the specified sequence

Create opportunity
Creates a new opportunity

Add recipient
Adds a new recipient

Log call
Logs a new call

Create account
Creates a new account

Create task
Creates a new task

Update prospect
Updates an existing prospect

Update account
Updates the details of an existing account

Fetch sequence
Fetches the details of a sequence by its name

Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID

Fetch account - By name
Fetches the details of an existing account by name

Fetch task priority - By ID
Fetches the details of an existing task priority by ID

Fetch account - By ID
Fetches the details of an existing account by ID

Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email

Fetch user - By email address
Fetches the details of an existing user by email address

Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name

Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name

Fetch mailbox
Fetches an existing mailbox by its email address

Fetch prospect - By ID
Fetches the details of an existing prospect by ID

Fetch mailing
Fetches the details of an existing mailing by ID

Fetch call purpose - By name
Fetches the details of an existing call purpose by name

Fetch persona - By ID
Fetches the details of an existing persona by ID

Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID

Fetch task priority - By name
Fetches the details of an existing task priority by name

Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID

Fetch call disposition - By name
Fetches the details of an existing call disposition status by name

Fetch user - By ID
Fetches the details of an existing user by ID

Fetch persona - By name
Fetches the details of an existing persona by name

Fetch opportunity - By name
Fetches the details of an existing opportunity by name

Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID

Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
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 Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
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