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Zoho People + Wealthbox CRM Integrations

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

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Zoho People Integrations
About Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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 People + Wealthbox CRM

  • Zoho People Wealthbox CRM

    Zoho People + Wealthbox CRM

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

    Zoho People + Wealthbox CRM

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

    Zoho People + Wealthbox CRM

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

    Zoho People + Wealthbox CRM

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

    Zoho People + Wealthbox CRM

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

    Zoho People + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • 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
  • 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 Zoho People & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho People and Wealthbox CRM

Zoho People

Zoho People is a comprehensive online human resources management system that allows corporations to manage employee information and resources from one central database. As of 2017, Zoho has approximately five million users. The service provides a number of features including an “Instant Messaging” top, a “Calendar” top, a “Case Management” top and a “Forms” top. Users can also access information about company benefits and insurance, as well as company news and announcements.

Wealthbox CRM

Wealthbox CRM is a complete customer relationship management (CRM. application that allows businesses to manage their customers as well as their sales and marketing campaigns. Users can view information such as customer details, sales history and marketing campaigns via the user’s dashboard. A variety of reports allow users to review specific aspects of their customer base. The system also includes a “Contact Manager” and a “Social Contact Manager” top.

Integration of Zoho People and Wealthbox CRM

Users with both Wealthbox CRM and Zoho People accounts will be able to integrate Zoho People and Wealthbox CRM with each other through the use of the single sign-on feature. Through this feature, users will be able to access both applications without having to sign in separately with each account. This is very convenient for both businesses and individuals that use both platforms frequently.

Benefits of Integration of Zoho People and Wealthbox CRM

Using both Zoho People and Wealthbox CRM together offers numerous benefits to users. Some of the benefits include:

  • Users will have access to all customer information in one location. With the two systems integrated, users will be able to see all customer information in one place, rather than searching for this information separately on each platform. This makes it easier to track individual customers as well as important metrics for each customer.
  • Users can quickly access relevant information about clients. For example, if a user needs to send an invoice to one of his or her clients, he or she can type in the client’s name, then have access to his or her contact details without having to search for this information separately on each platform. This saves time for both the user and the customer.
  • Users can easily share information between both platforms. For example, if one user needs to send an email message to another user who does not have access to Wealthbox CRM, he or she can send the message through the integrated platform instead of sending it through the separate platform. Also, if a user wants to share an invoice with another user through Wealthbox CRM, he or she can do so through the integrated platform instead of sending the invoice separately through Zoho People.

The process to integrate Zoho People 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.

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