Wealthbox CRM + Zoho Mail Integration

Integrately lets you integrate Wealthbox CRM and Zoho Mail instantly - without any learning curve.

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Create Your Own Wealthbox CRM & Zoho Mail Integration Without Any Code

Create Custom Workflow

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM
Email is received in Zoho Mail
Email is received matches given conditions in Zoho Mail
Email is received and tagged within two days in Zoho Mail

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Send email in Zoho Mail
Create task in Zoho Mail
Create draft in Zoho Mail
Get email content in Zoho Mail
Create folder in Zoho Mail
Create tag in Zoho Mail

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Zoho Mail In 1 Click
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You Can Also Connect Wealthbox CRM or Zoho Mail With 1200+ Other Apps

Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

See Wealthbox CRM Integrations

Zoho Mail is a collaboration platform for businesses. With features like threaded conversations, mail tracking, file sharing, you can collaborate with team members across the globe and get things done.

See Zoho Mail Integrations