Integrate Zoho Projects with Wealthbox CRM

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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Zoho Projects Integrations

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

About Wealthbox CRM

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

Zoho Projects + Wealthbox CRM Quick Connects

Want to explore Zoho Projects + Wealthbox CRM quick connects for faster integration? Here’s our list of the best Zoho Projects + Wealthbox CRM quick connects.

Explore quick connects

Connect Zoho Projects + Wealthbox CRM in easier way

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

Triggers
New Bug

Triggers when a new bug/issue is created.
New File

Triggers when a new file is added.
New Log Time

Triggers when a new log-time is created.
New Milestone

Triggers when a new milestone is created.
New Project

Trigger when a new project is created.
New Task

Triggers when a task is created or completed.
New Task List

Triggers when a new tasklist 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
Add Log Time

Creates a new log time.
Create Bug

Creates a new Bug.
Create Milestone

Creates a new Milestone.
Create Project

Creates a new Project.
Create Task

Creates a new Task.
Create Task List

Creates a new Task List.
Update Project

Updates existing project.
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 Projects & Wealthbox CRM Integrations Work

Step 1: Choose Zoho Projects as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Wealthbox CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Zoho Projects to Wealthbox CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.