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Wealthbox CRM + Zoho Cliq Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Wealthbox CRM

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

About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

Zoho Cliq Integrations

Best ways to Integrate Wealthbox CRM + Zoho Cliq

  • Wealthbox CRM Zoho Cliq

    Wealthbox CRM + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
  • Wealthbox CRM Zoho Cliq

    Wealthbox CRM + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Zoho Cliq Send Channel Message
  • Wealthbox CRM Zoho Cliq

    Wealthbox CRM + Zoho Cliq

    Send Direct Message in Zoho Cliq when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Zoho Cliq Send Direct Message
  • Wealthbox CRM Zoho Cliq

    Wealthbox CRM + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
  • Wealthbox CRM Zoho Cliq

    Wealthbox CRM + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Event is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Zoho Cliq Send Channel Message
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • 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.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

How Wealthbox CRM & Zoho Cliq Integrations Work

  1. Step 1: Choose Wealthbox CRM 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 Zoho Cliq 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 Wealthbox CRM to Zoho Cliq.

    (2 minutes)

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

Integration of Wealthbox CRM and Zoho Cliq

Wealthbox CRM?

Wealthbox CRM is a cloud-based software application developed by Wealthbox to manage the sales, customer service, marketing, and other business processes of Salesforce. It allows businesses to manage their customer relationship management (CRM. information online.

The software is built on Salesforce platform, an enterprise cloud computing company.

Zoho Cliq?

Zoho Cliq is a cloud-based application that integrates with Salesforce. The software allows users to make calls to their customers directly from Salesforce. Both Zoho Cliq and Salesforce are integrated with the Salesforce AppExchange.

Integration of Wealthbox CRM and Zoho Cliq

Wealthbox CRM can be integrated with Zoho Cliq through the use of the Zoho Connector for Salesforce. This integration enables Wealthbox CRM users to manage customer interactions via email, phone, or chat. Users can then capture customer responses in Salesforce.

The integration also allows users to record calls made using Zoho Cliq in Salesforce Conversations. When this happens, the call details are automatically inserted into the notes field of the lead or case associated with the conversation. Call details are also recorded in the Calls activity stream.

Users can also initiate calls from Salesforce through Zoho Cliq to dial phone numbers stored in contact records. Users can even track call durations to measure phone response times.

Benefits of Integration of Wealthbox CRM and Zoho Cliq

The process to integrate Wealthbox CRM and Zoho Cliq 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.