Wealthbox CRM + Zoho CRM

Create new Zoho CRM module entries when Wealthbox CRM contacts are added

Effortlessly keep your customer data up-to-date with this seamless workflow between Wealthbox CRM and Zoho CRM. When a new contact is added in Wealthbox CRM, this automation will create a module entry in Zoho CRM, ensuring your client information is consistent across both platforms. Save time and eliminate manual data entry, allowing you to focus on building strong relationships with your clients.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It

- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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By team

Wealthbox CRM + Zoho CRM

Create new Zoho CRM module entries when Wealthbox CRM contacts are added

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

Email Address

Name

Phone Number

Id

Type

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address

Street Address Type

Street Address Line 1

Street Address Line 2

City

Zip Code

State

Country

Primary Street Address

First Name

Last Name

Prefix

Middle Name

Suffix

Nickname

Job Title

Twitter Handle

Company

Background Information

Birthdate