Integrate Wealthbox CRM with Google Sheets
Send information between Wealthbox CRM and Google Sheets automatically, without writing any code, using Zoho Flow.
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Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
How it works
Add contacts in Wealthbox CRM for new row in Google Sheets spreadsheet
Google Sheets + 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
Row added - Old version
Triggers when a new row is added to the bottom of the selected worksheet. (Will be deprecated soon)
Worksheet created
Triggers when a new worksheet is created in the selected spreadsheet
Row added - New version
Triggers when a new row is added to the bottom of the selected worksheet
Spreadsheet created
Triggers when a new spreadsheet is created
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 row - New version
Creates a new row in the selected worksheet
Create row - Old version
Creates a new row in the selected worksheet. (Will be deprecated soon)
Create spreadsheet
Creates a new spreadsheet
Update row - Old version
Updates the specified row in the selected worksheet. (Will be deprecated soon)
Update row - New version
Updates the specified row in the selected worksheet
Fetch row - Old version
Fetches an existing row by the given value. (Will be deprecated soon)
Fetch row - New version
Fetches an existing row by the given value
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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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Know more
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Technical Engineer, Master Liveaboards
