Wealthbox CRM + Zoho Sheet Integration

When a new contact is created in your Wealthbox CRM, you can automatically create a row for them in your Zoho Sheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

When Row is created in Zoho Sheet, create Contact in Wealthbox CRM