Integrate Gmail for Workspace with Wealthbox CRM
Send information between Gmail for Workspace and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Gmail for Workspace and Wealthbox CRM
Connect Gmail for Workspace and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Gmail for Workspace and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email received from a user
Triggers when a new email is received from the specified user
Email starred
Triggers when a received email is starred
Email received
Triggers when a new email is received
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Draft email
Creates a new email
Create label
Creates a new label
Send email
Sends a new email
Fetch labels
Fetches labels from the mailbox
Fetch email
Fetches an email by its unique message ID
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by 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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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