Integrate Wealthbox CRM with Zoho Mail

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

Build your own integrations between Wealthbox CRM and Zoho Mail

Connect Wealthbox CRM and Zoho Mail with over 950+ 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 Zoho Mail using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Email received

Triggers when a new email is received

Email sent

Triggers when an email is sent

Email matching search received

Triggers when a new email matching the given conditions is received

Email received from particular sender

Triggers when a new email is received from the specified email address

Email tagged

Triggers when an email is tagged.

All Actions - Actions are the automated tasks

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

Create folder

Creates a new folder

Add user to organization

Adds a new user to an existing organization

Create permalink

Creates a permalink for a specific message by ID

Send email

Creates and sends a new email

Create note

Creates a new personal note or a group note

Reply to an email

Sends reply to a received email using message ID

Create draft

Creates a new email and stores it in the draft folder

Create task

Creates a new task

Apply tag on email

Applies a tag on the selected email by message ID

Update permalink

Updates the details of an existing permalink by message ID

Move email to folder

Moves an email to the selected folder

Add member to group

Adds a new member to an existing organization

Fetch email

Fetches the details of an existing email by its unique message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Remove permalink

Removes the specified permalink

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 Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

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 >

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