• Microsoft Outlook logoMicrosoft Outlook logo
  • Wealthbox CRM logoWealthbox CRM logo

Microsoft Outlook + Wealthbox CRM Integrations

How to connect Microsoft Outlook + Wealthbox CRM

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  • Microsoft Outlook triggers, actions, and search
    Calendar Event Start
    Triggers at a specified time before an event in your calendar starts.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Calendar Event
    Triggers when a new event is created in your calendar.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Contact
    Triggers when a new contact is added to your account
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Email
    Triggers when a new e-mail is received in your inbox.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Updated Calendar Event
    Triggers when an event is updated.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Create Event
    Create an event in the calendar of your choice.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Draft Email
    Creates a draft of an email that can then be reviewed and sent out.
    Action
    Write
  • Microsoft Outlook

    Send an email from your Outlook account.

    Scheduled

    Action

  • Microsoft Outlook

    Updates a contact.

    Scheduled

    Action

  • Microsoft Outlook

    Search for a contact.

    Scheduled

    Action

  • Microsoft Outlook

    this is the description.

    Scheduled

    Action

  • Wealthbox CRM

    Triggers when a new comment is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new contact is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new event is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new note is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new opportunity is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new project is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a Task has been completed. Non-repeating tasks only.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new task is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when a new workflow is created.

    Instant

    Trigger

  • Wealthbox CRM

    Triggers when an existing workflow step is completed.

    Instant

    Trigger

  • Wealthbox CRM

    Adds a new family member to a household.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new contact.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new event.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new note.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new opportunity.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new project.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new task.

    Scheduled

    Action

  • Wealthbox CRM

    Creates a new household.

    Scheduled

    Action

  • Wealthbox CRM

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

    Scheduled

    Action

  • Wealthbox CRM

    Find a contact.

    Scheduled

    Action

  • Wealthbox CRM

    Find or Create a Contact

    Scheduled

    Action

How Microsoft Outlook + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Microsoft Outlook and Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Microsoft Outlook Tutorials

microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

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