Integrate Wealthbox CRM with Hubstaff

Send information between Wealthbox CRM and Hubstaff automatically, without writing any code, using Zoho Flow.

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Set up a task in Hubstaff every time a task is added in Wealthbox CRM

Track the time spent on each task by creating a record in your time tracking software. This flow will create a task in Hubstaff as soon as a task is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new to-do task for an existing project in Hubstaff.
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Set up a task in Hubstaff every time a task is added in Wealthbox CRM

Wealthbox CRM + Hubstaff

Build your own integrations between Wealthbox CRM and Hubstaff

Connect Wealthbox CRM and Hubstaff with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wealthbox CRM and Hubstaff using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 event

Triggers when a new event is created

New note

Triggers when a new note 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

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

Create project

Creates a new project

Add client

Adds a new client

Create task

Creates a new to-do task for an existing project

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update client

Updates details of an existing client

Fetch user

Fetches the details of an existing user by user ID

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

What is Hubstaff?

Hubstaff is an employee work tracker with screenshots, timesheets, billing, in-depth reports, and more.

Time Tracking

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.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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