Integrate Outlook with Wealthbox CRM
Send information between Outlook and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Outlook 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 create a new contact is in Outlook each time 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 Outlook.
Create a new contact is in Outlook each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Outlook
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Supported triggers and actions
Integrate Outlook and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created
Email sent
Triggers when a new email is sent
Event updated
Triggers when the details of an existing event are updated
Email received
Triggers when a new email is received
Task created
Triggers when a new task is added to the selected list
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
Flag email
Flags the specified email
Send email
Creates and sends a new email
Forward event
Forwards an event request to the specified recipients
Create task
Creates a new task in the selected list
Create event
Creates a new event
Reply to email
Replies to the specified email
Create contact
Creates a new contact
Update event
Updates the details of an existing event
Update task
Updates the details of an existing task in the selected list
Update contact
Updates the details of an existing contact
Fetch calendar
Fetches the details of a calendar by name
Fetch task
Fetches the details of an existing task by title or ID from the selected list
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder by name
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
Create task
Creates a new task
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
What is Outlook?
Similar apps
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
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >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
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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. Learn more
Toto
Technical Engineer, Master Liveaboards
