Integrate Wealthbox CRM with Zoho TeamInbox
Send information between Wealthbox CRM and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Zoho TeamInbox 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 Zoho TeamInbox 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 Zoho TeamInbox.
Generate a new contact in Zoho TeamInbox each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Zoho TeamInbox
Build your own integrations between Wealthbox CRM and Zoho TeamInbox
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho TeamInbox 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
Inbound reply received
Triggers when a new inbound reply message is received
New comment
Triggers when a new comment is recieved
Outbound reply
Triggers when a new outbound reply message is sent
New inbound message
Triggers when a new inbound message is recieved
New outbound message
Triggers when a new outbound message is sent
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
Sends a new email
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact using email
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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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