Integrate Google Calendar with Wealthbox CRM
Send information between Google Calendar and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Google Calendar and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created or updated
Triggers when an event is created or updated
Calendar created
Triggers when a new calendar is created
Event created
Triggers when a new event 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
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create calendar
Creates a new calendar
Create all day event
Creates a new all day event
Delete event
Deletes the selected event
Quick add event
Creates an event based on a simple text
Create event
Creates a new event
Add conference to event
Adds a conference to the specified event
Update event
Updates the details of an event in the selected calendar
Update all day event
Updates the details of an existing all day event in the selected calendar
Move event
Moves an event from one calendar to another by ID
Fetch event
Fetches an event
Create note
Creates a new note
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
What is Google Calendar?
Google Calendar lets you schedule meetings and events and get reminders about upcoming activities. You can schedule events, invite guests, and customize your calendar to suit your needs.
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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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