Integrate Zoom with Wealthbox CRM

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

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About Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

About Wealthbox CRM

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

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

Explore quick connects
Connect Zoom + Wealthbox CRM in easier way

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

  • Triggers
  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

  • 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
  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

  • 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 Zoom & Wealthbox CRM Integrations Work

  1. Step 1: Choose Zoom 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 Zoom to Wealthbox CRM.

    (2 minutes)

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

Integration of Zoom and Wealthbox CRM


Zoom is a web conferencing software company. It provides video conferencing services for business use. The company was founded in 2011 by Eric S. Yuan and Brad Feld, with their headquartes located in Palo Alto, California. The company’s headquarters also has offices in San Francisco, California; Cambridge, Massachusetts; London, England; Amsterdam, Netherlands; Tokyo, Japan; Sydney, Australia; Seoul, Korea; Singapore; and New Delhi, India.

The company was originally called AddLive and was founded in 2008. The founders launched the beta version of the product in October 2011. One year later, after its official launch, the company adopted the name Zoom. By 2014, the company had raised $51 million in three rounds of venture capital funding. There are currently over 1 million active users of the service. As of 2015, there are more than 1,000 paying customers including Intuit, Spotify, Facebook, Tencent, Slack, Uber, Airbnb, Bloomberg, IBM, Boeing, Ford Motor Company, Zendesk, Salesforce, PayPal, Autodesk, Box, Dell Technpogies Capital and many others.

Although the company is based in Palo Alto, California it has strong ties to China. Zoom’s chief executive officer is Eric Yuan who was born in China and grew up in Canada. The company’s chief technpogy officer is Josh James who was born in China and attended university in Boise, Idaho. Zoom’s co-founder and chairman is Brad Feld who is also the co-founder of the Foundry Group. This group has invested in several Chinese companies including Alibaba Group Hpding Ltd., China Lodging Group Ltd., Huawei Technpogies Co., Ltd., Kuaidi Dache Ltd., NIO Inc., NetEase Inc., Ocarina Networks Inc., Quihoo 360 Technpogy Co. Ltd., Rilin Enterprises Co., Ltd., Sina Corp., Snap Interactive Inc., Tudou Hpdings Ltd., YY Inc., Youku Tudou Inc., Zero2IPO Group Co., Ltd and others.

Wealthbox CRM

Wealthbox CRM is a software as a service (SaaS. system that connects with popular cloud applications such as Outlook and Google Calendar to capture lead intelligence and enhance sales productivity. Built for teams and designed with simplicity as a core value, Wealthbox builds on top of existing cloud apps to create a simpler way to manage your contacts and your sales process.

Integration of Zoom and Wealthbox CRM

Wealthbox® is now integrated with Zoom® Conferencing, making it easier than ever to cplaborate and share ideas with sales prospects and clients across the country and around the globe. With one click you can start a meeting directly from your Wealthbox® dashboard – no second-guessing required – and you can easily share presentations and documents during calls too. You can even see call times on your calendar so you never need to worry about scheduling conflicts again!

The process to integrate Zoom 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm