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Zoho Cliq + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Cliq

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

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 Zoho Cliq + Wealthbox CRM

  • Zoho Cliq Wealthbox CRM

    Zoho Cliq + Wealthbox CRM

    Create Household to Wealthbox CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Wealthbox CRM Create Household
  • Zoho Cliq Wealthbox CRM

    Zoho Cliq + Wealthbox CRM

    Create Project to Wealthbox CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Wealthbox CRM Create Project
  • Zoho Cliq Wealthbox CRM

    Zoho Cliq + Wealthbox CRM

    Create Note to Wealthbox CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Wealthbox CRM Create Note
  • Zoho Cliq Wealthbox CRM

    Zoho Cliq + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Zoho Cliq Wealthbox CRM

    Zoho Cliq + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Wealthbox CRM Create Contact
  • Zoho Cliq {{item.actionAppName}}

    Zoho Cliq + {{item.actionAppName}}

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

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

    Triggers
  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

  • 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
  • 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.

  • 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 Zoho Cliq & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Cliq and Wealthbox CRM

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 of Zoho Cliq and Wealthbox CRM

Integration with Zoho Cliq helps the users to manage their contacts from Zoho Cliq in Wealthbox CRM.

  • Add Zoho Cliq Account as an Account 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.

  • Add Contacts from Zoho Cliq in Wealthbox CRM:

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.