Wealthbox CRM + Zoho People Integration

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

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Create Your Own Wealthbox CRM & Zoho People 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
Record is created/updated in Zoho People

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
Create HR file in Zoho People
Create company file in Zoho People
Create attendance entry in Zoho People
Get record by id in Zoho People
Update record in Zoho People
Create record in Zoho People

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Wealthbox CRM & Zoho People In 1 Click
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You Can Also Connect Wealthbox CRM or Zoho People 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 People is an online HR management software that helps automate all HR processes efficiently.You can keep track of your employees' performance, streamline your recruitment process, and manage your payroll with ease.

See Zoho People Integrations