Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Zoho Sheet + Wealthbox CRMCreate Household to Wealthbox CRM from New Workbook in Zoho Sheet Read More...
Zoho Sheet + Wealthbox CRMCreate Project to Wealthbox CRM from New Workbook in Zoho Sheet Read More...
Zoho Sheet + Wealthbox CRMCreate Note to Wealthbox CRM from New Workbook in Zoho Sheet Read More...
Zoho Sheet + Wealthbox CRMStart Workflow in Wealthbox CRM when New Workbook is created in Zoho Sheet Read More...
Zoho Sheet + Wealthbox CRMCreate Contact to Wealthbox CRM from New Workbook in Zoho Sheet Read More...
It's easy to connect Zoho Sheet + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new row is created in a specified worksheet.
Triggers when a new workbook is created.
Triggers when a new worksheet is created in a specified workbook.
Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.
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.
Creates a new row in the specified worksheet.
Creates a new worksheet in the specified workbook.
Deletes a particular row based on its index.
Searches for a row/record in the specified worksheet based on some criteria.
Searches and then deletes a row based on some criteria
Searches and then updates a row based on some criteria.
Updates a particular row based on its index.
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 Sheet is a spreadsheet application. It is easy to use and has many functions. There are two types of Zoho Sheets named as Personal and Business (https://www.zoho.com/sheet/. The personal version is available for free and the business version requires a subscription that costs $6 per month per user. The personal version is only suitable for personal use and the business version is compatible with other Zoho applications to help you manage your business better.
Zoho Sheet has 3 main features. sheets, rows, and cells. The features can be used to create different types of spreadsheets. You can create a simple spreadsheet with just one sheet using the basic feature. Or you can create a complex spreadsheet with multiple sheets using the advanced feature. There are also options such as conditional formatting that allows you to highlight text or numbers based on certain conditions.
Wealthbox CRM is a contact management system for small business. It enables business owners to manage their contacts efficiently. With this app, business owners can easily take a note of appointments, create email templates, manage projects, track customer relationship, and more (http://wealthbox.com/. If you use Zoho Sheet, you can integrate it with Wealthbox CRM to strengthen your business model. Wealthbox CRM also has a free trial period that lasts for 30 days. During this period, you can try out all functions before you decide to subscribe to it.
You can integrate Zoho Sheet with Wealthbox CRM via Zapier or IFTTT. I prefer integrating them via Zapier because it is easier and more direct to set up. However, IFTTT is suitable for those who have no computer skills or those who do not have a computer at all. In order to connect the two applications, you need to have an account in both applications as well as a Google account. You will also need to have a Google Drive account as Zapier syncs with your Google Drive account. Before setting up the integration, go through each application’s documentation thoroughly to understand how the integration works. If you still get confused, you can ask for assistance from someone who is familiar with these apps or research yourself on Internet forums or blogs about these apps.
Wealthbox CRM already has integration with Google Contacts, Google Calendar, Evernote, Smartsheet, Salesforce, Gmail, Slack, etc. As long as you have created an account in any of these apps, you can integrate Wealthbox CRM with them easily via Zapier. But if you want to connect Zoho Sheet to Wealthbox CRM, you need to install Zoho Connector App on your Google Drive account. If you do not already have this app installed on your Google Drive account then download it before proceeding further (https://www.zoho.com/connector/apps/docs/using-zoho-connector-app. Now let us see how to integrate Wealthbox CRM with Zoho Sheet via Zapier.
Step 1. Open https://zapier.com/zapbook/zapbook-page-1-intro/ and click ‘Start With One’ (1. (2. (3. (4. (5. Then click ‘Advanced Tops’ (1. (2. (3. (4. (5. Then click ‘Zoho’ (1. (2. (3. (4. (5. (6. (7. (8. (9. Then click ‘Google’ (1. (2. (3. (4. Next, open your Zoho Sheet account in another tab and click ‘Add Account’ under ‘Connect Another App’ section in the top menu bar of your screen (1. (2. (3. Then click ‘Google’ in ‘Connect To An Online Service’ section on the left side of your screen (1. (2. Finally enter your Google username and password when prompted by the browser window to log into your Google account (1. (2. (3. (4. Now click ‘Add Account’ button in the same section again to finish connecting Zoho Sheet to your Google account (1. (2.
Step 2. Go back to the previous page in your browser window in step 1 and click ‘Add New’ under ‘Select An Action’ section in the right side of your screen (1. (2. Then click ‘Zapier’ in ‘Connect To A Web Application’ section on the left side of your screen (1. (2. Next choose ‘Get Data From A Web App’ under ‘Choose An Action Type’ drop-down menu on the right side of your screen and then select ‘Zoho Sheet’ from the list provided in the middle of the screen (1. (2. Then select ‘Zapier → zApp → Add New zApp’ from ‘Web Service’ drop-down menu on the left side of your screen and then click the blue arrow button next to it (1. (2. Finally enter ‘MyAccountName’ in Name field and select ‘Wealthbox CRM’ from drop-down menu under Service Name field on the middle right side of your screen and then click ‘Create Trigger’ button at the bottom right side of your screen (1. (2.
Step 3. You will be directed to a new page after clicking ‘Create Trigger’ button in step 2. Now click ‘Add Step’ under ‘Click This Step To Add An Action’ section on right side of your screen and then select ‘Zapier → zApp → Add New zApp’ from drop-down menu on the left side of your screen and then click blue arrow button next to it again(1. (2. Then select ‘Zoho Sheet → Excel Spreadsheet → Create New Spreadsheet Row’ from drop-down menu under Service Type section on left side of your screen and then click blue arrow button next to it again(1. (2. Finally enter ‘rowId’ in Name field and select ‘WealthboxCRM_Contact’ from drop-down menu under Service Name field on the middle right side of your screen and then click ‘Create Step’ button at bottom right side of your screen(1. (2. Now go back to your Zoho Sheet account again in another tab and navigate to ‘Data > Import Data > Upload Spreadsheet > Upload Spreadsheet File…’ in the top menu bar(1. (2. Choose a .xls file stored in Google Drive where you stored Zoho Connector App (.xls file here)(3), then press ‘Upload Spreadsheet File…’ button(4. Your .xls file will automatically be uploaded on Zoho Sheet cloud service. When finished uploading, its contents will be displayed on the right side of your screen(5. Click anywhere on this contents first row first cpumn cell(6. When cursor changes into crosshair symbp(7), click anywhere on this first row first cpumn cell(8. You will now see some codes appear on this cell(9), which are highlighted red boxes(10. Copy these codes(11. by pressing Ctrl+C keys on your keyboard(12. Then press Ctrl+V keys on your keyboard(13. Finally press Enter key on your keyboard(14. You can now close this webpage tab. Go back to Zapier webpage tab opened in step 1 above after copying codes from step 4 above. Paste inserted codes into empty space below ‘Select Type Of Data You Want To Send To This Service…’ section on left side of your screen(15. Select number option instead of text option for each code pasted into empty space above(16), then press Enter key on your keyboard(17. Now name this step created by you as ‘Import Spreadsheet Row Into Wealthbox CRM Contact Record’(18), then press Enter key on your keyboard(19. Repeat steps 1 2 3 2 more times until you have created 3 steps for importing rows into Wealthbox CRM contact records(20)(21)(22)(23)(24)(25)(26)(27)(28)(29)(30)(31)(32)(33)(34)(35)(36)(37)(38)(39)(
The process to integrate Zoho Sheet 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.