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Create business workflows for Wealthbox CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Wealthbox CRM workflows

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Create notes in Wealthbox CRM for new fundraisers in Donately

Use this flow to automate the process of leaving a note in your CRM every time you start a new fundraiser. When a new fundraiser is created in Donately, a note is created in Wealthbox CRM.

How it works
1. A new fundraiser is created in Donately.
2. Zoho Flow automatically creates a note in Wealthbox CRM about the fundraiser.
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Create notes in Wealthbox CRM for new fundraisers in Donately

Donately + Wealthbox CRM

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Create Citrix ShareFile folders from new Wealthbox CRM leads

If you want to collaborate on documents related to specific leads, it might be a good idea to create a folder exclusively for new leads. Use this flow to create a Citrix ShareFile folder every time there’s a new lead in Wealthbox CRM.

How it works
1. A new lead is added to Wealthbox CRM.
2. Zoho Flow automatically creates a folder in Citrix ShareFile for the new lead.
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Create Citrix ShareFile folders from new Wealthbox CRM leads

Wealthbox CRM + Citrix ShareFile

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Create time entries in ClickTime for new Wealthbox CRM tasks

Add a time entry on your time tracking application every time there’s a new task added to your CRM. This flow creates a time entry in ClickTime for every new task in Wealthbox CRM.

How it works
1. A new task is created in Wealthbox CRM.
2. Zoho Flow automatically creates a time entry in ClickTime for the new task.
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Create time entries in ClickTime for new Wealthbox CRM tasks

Wealthbox CRM + ClickTime

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Add new active contacts from Wealthbox CRM to Mailchimp

When you’re adding contacts to your CRM and want them added to another application as well, use this flow to automate the process. Every time a new contact is added to Wealthbox CRM, it is also added to a selected Mailchimp mailing list.

How it works
1. A new active contact is added to Wealthbox CRM.
2. Zoho Flow automatically adds the contact to the selected Mailchimp mailing list.
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Add new active contacts from Wealthbox CRM to Mailchimp

Wealthbox CRM + Mailchimp

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Create new Ontraport contacts for new Wealthbox CRM contacts

Automatically add new CRM contacts to your marketing automation application. This flow adds new Wealthbox CRM contacts to Ontraport.

How it works
1. A new contact is created in Wealthbox CRM.
2. Zoho Flow adds the contact to Ontraport.
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Create new Ontraport contacts for new Wealthbox CRM contacts

Wealthbox CRM + Ontraport

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Create tasks in TMetric for new tasks in Wealthbox CRM

If you want to track every new task added in your CRM in your regular tasks app, as well, it’s going to cost you a lot of time and effort if you’re doing it manually. Use this flow to automatically create a new task in TMetric every time a new task is created in Wealthbox CRM.

How it works
1. A new task is created in Wealthbox CRM.
2. Zoho Flow automatically creates a task in TMetric using the details of the one created in Wealthbox CRM.
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Create tasks in TMetric for new tasks in Wealthbox CRM

Wealthbox CRM + TMetric

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Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet

If you have a spreadsheet where you keep adding to the list of contacts and want those contacts in your CRM, as well, you can automate the process. This way, you only have to add your contact to your spreadsheet like usual, to get the contact into the CRM as well, instead of manually adding them in both places.

Use this flow to add contacts to Wealthbox CRM from a Google Sheets spreadsheet every time a new row is added.

How it works
1. A new entry is made in a Google Sheets spreadsheet.
2. Zoho Flow automatically creates a contact in Wealthbox CRM using the details of the new spreadsheet entry.
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Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet

Google Sheets + Wealthbox CRM

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Add new subscribers on Moosend as contacts in Wealthbox CRM

Sometimes starting a conversation with your subscribers can prove to be very insightful. Use this flow to add new subscribers Moonsend subscribers as contacts in Wealthbox CRM.

How it works
1. A new subscriber is added to Moosend.
2. Zoho Flow automatically adds the subscriber as a contact in Wealthbox CRM.
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Add new subscribers on Moosend as contacts in Wealthbox CRM

Moosend + Wealthbox CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow 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

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create task

Creates a new task

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Fetch contact

Fetches a contact by email

Create one yourself

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.

CRM

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards

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