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Integrate Gmail with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between Gmail and Wealthbox CRM

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About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best ways to Integrate Gmail + Wealthbox CRM

  • Gmail Integration Wealthbox CRM Integration

    Gmail + Wealthbox CRM

    Create Household to Wealthbox CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Gmail Integration Wealthbox CRM Integration

    Gmail + Wealthbox CRM

    Create Project to Wealthbox CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Gmail Integration Wealthbox CRM Integration

    Gmail + Wealthbox CRM

    Create Note to Wealthbox CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Gmail Integration Wealthbox CRM Integration

    Gmail + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Gmail Integration Wealthbox CRM Integration

    Gmail + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Gmail Integration {{item.actionAppName}} Integration

    Gmail + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Gmail + Wealthbox CRM in easier way

It's easy to connect Gmail + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Gmail & Wealthbox CRM Integrations Work

  1. Step 1: Choose Gmail as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gmail to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gmail and Wealthbox CRM

Gmail

Gmail is an email service developed by Google. It has gained popularity for its simplicity and ability to handle multiple email accounts. Gmail allows users to send messages up to 15 megabytes in size, store messages for free, and search through messages with great speed.

Wealthbox CRM

Wealthbox is a cloud-based customer relationship management (CRM. software company. It enables its users to manage all their customer information under one roof.

Integration of Gmail and Wealthbox CRM

Integrating Gmail and Wealthbox CRM gives users the option to view their emails on the same platform as their contact details. A user can simply log into Wealthbox CRM and go through his email inbox so he can check if the messages are important or not. This integration also allows users to create contacts or leads directly from their Gmail inboxes.

Benefits of Integration of Gmail and Wealthbox CRM

There are many benefits of integrating Gmail and Wealthbox CRM. First, it allows you to save your time by checking your email on the same platform as your contact details. Since there is no need to log out of your account on Gmail, this integration saves you more time that you can use for other more important things. Second, you can view all your Gmail messages on one page without opening each message individually. This will save you time compared to opening each email individually on Gmail. Third, you can save on your internet data since you only have one page open instead of two. Fourth, you can easily create leads or contacts on Wealthbox CRM using your Gmail inboxes. If you are concerned about missing any important messages on your Gmail inbox, just check them on Wealthbox CRM first before deleting them. Fifth, you can organize your messages even without opening your Gmail inbox by creating fpders in Wealthbox CRM. Lastly, this integration helps you avoid duplicate work since you can create contacts or leads on Wealthbox CRM directly from Gmail.

Integrating Gmail and Wealthbox CRM will help improve productivity since users can save time by checking their important messages on the same platform as their contact details. This integration also saves more time compared to viewing each message individually or using two different platforms to do so. Also, users can view their messages and important data in one page to prevent distractions. Lastly, integration will help users avoid doing duplicate work when creating leads or contacts in Wealthbox CRM because users can already access these through Gmail.

The process to integrate Gmail and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.