Integrate OneDrive with Wealthbox CRM

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

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About OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

About Wealthbox CRM

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

Want to explore OneDrive + Wealthbox CRM quick connects for faster integration? Here’s our list of the best OneDrive + Wealthbox CRM quick connects.

Explore quick connects
Connect OneDrive + Wealthbox CRM in easier way

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

  • Triggers
  • New File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

  • 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 Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

  • 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.

How OneDrive & Wealthbox CRM Integrations Work

  1. Step 1: Choose OneDrive 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 OneDrive to Wealthbox CRM.

    (2 minutes)

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

Integration of OneDrive and Wealthbox CRM


OneDrive is a cloud storage service that allows users to store files in the cloud. It was originally developed by Microsoft as part of its free web-based services. OneDrive comes with 7 GB of free storage space, but if users want more space, they can buy additional storage space for their files (

Wealthbox CRM

Wealthbox CRM is an online customer relationship management (CRM. top that helps small businesses manage their sales, marketing, support and finance functions (

Integration of OneDrive and Wealthbox CRM

OneDrive comes with 7 GB of free storage space. If it does not have enough room to store your documents, you can sync OneDrive with your local computer to increase the amount of storage space you have. Once you have purchased additional storage space, you can use it to store files in the cloud so you have access to your data from any location. You can then use OneDrive to automatically sync your files between your computer and the cloud. This means that no matter where you are, you can always access your files because they are stored in the cloud. The combination of OneDrive and Wealthbox CRM allows you to keep all your customer information, contracts, documents, invoices, etc., in one place. You can access all of your information using any device capable of accessing the internet. For example, if you are sitting at work, you can view your files on your computer’s browser. If you are at home, you can view your files on your smartphone or tablet. If you are away from home or work, you can view your files on any computer that has internet access. When you are working on a project, it is easy to keep track of everything because Wealthbox CRM stores all your files in one place. This means that there is no need to send emails and track the status on different projects and different people who work on those projects. With Wealthbox CRM, you can easily see what each person is working on and what each person has done. You can also work more efficiently because you do not have to save copies of documents or deal with document management issues such as duplicate copies and file versions. All of your files are stored in one place and can be accessed from anywhere.

Benefits of Integration of OneDrive and Wealthbox CRM

The process to integrate OneDrive 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm