Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Zoho Cliq + Wealthbox CRMCreate Household to Wealthbox CRM from New Chat in Zoho Cliq Read More...
Zoho Cliq + Wealthbox CRMCreate Project to Wealthbox CRM from New Chat in Zoho Cliq Read More...
Zoho Cliq + Wealthbox CRMCreate Note to Wealthbox CRM from New Chat in Zoho Cliq Read More...
Zoho Cliq + Wealthbox CRMStart Workflow in Wealthbox CRM when New Chat is created in Zoho Cliq Read More...
Zoho Cliq + Wealthbox CRMCreate Contact to Wealthbox CRM from New Chat in Zoho Cliq Read More...
It's easy to connect Zoho Cliq + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new Channel is created.
Triggers when a new chat is created.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Send a message to all subscribers of the bot.
Send message to a channel in which you have joined.
Send a direct message to a contact or an user in your Organization.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Zoho Cliq is a contact management application and a sales automation platform which helps businesses to manage their leads, prospects, customers, partners and employees with ease. It is an integrated cloud-based application for Salesforce CRM that helps you to increase your sales by allowing you to manage your contacts, leads and sales in a single place.
Wealthbox CRM is a CRM spution that helps you to manage your contacts, events, activities, opportunities, tasks, projects, documents and cplaboration in a single place. It also allows you to record your calls and voicemails.
Integration with Zoho Cliq helps the users to manage their contacts from Zoho Cliq in Wealthbox CRM.
First of all, create an account in Wealthbox CRM so that you can add Zoho Cliq account as a sub-account of this created account.
After creating an account in Wealthbox, click “Accounts” menu in the left sidebar. Then choose “Add Account” option and select “Zoho Cliq”.
Now you need to enter the fplowing details to add an account in Wealthbox:
■ Account name. Enter the name of the account.
■ Description. Enter the description of this account.
■ Email address. Enter the email address of the account. This is used as the email address for sending emails related to this account. (Example. [email protected].
■ Password. Enter the password for this account. This password is used to log on to this account from Wealthbox CRM. A separate password is not required for Zoho Cliq account.
■ Linked Accounts. Choose the accounts that you want to link to the current account in order to access the contacts from these accounts in Wealthbox CRM. You can choose multiple accounts at a time but only one account can be linked at a time in Wealthbox CRM. Check the box corresponding to the accounts that you want to link and then click “Add Linked Accounts” button.
When you have added all the accounts that you want to link, click “Next” button. You will be taken to the next screen where you can view all the accounts that you have added previously. To continue adding accounts, click “Add another account” button or click “Next” button to go back to the previous screen. Click “Save Changes” button when you are done adding accounts.
Wealthbox allows you to add contacts from Zoho Cliq in Wealthbox CRM using Zoho Cliq integration settings as described below:
■ Select Data Source. By default, data source is set to “Local Database” which means that information will be stored locally in Wealthbox database and will not be synced with Zoho Cliq server. If you want to sync data with Zoho Cliq server then make sure that data source is set to “Zoho Cliq” as shown below:
The process to integrate Zoho Cliq 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.