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Gmail + Wealthbox CRM Integrations

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

About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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 Gmail and Wealthbox CRM Integrations

  • Gmail Slack

    Gmail + Slack

    Send private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Slack Send Channel Message
    Do you want to keep your Slack’s teammates updated on every new email in Gmail? Take it easy, Appy Pie Connect will do it for you. Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. So, make your team collaboration more efficient by integrating your Gmail with Slack now.
    How this Gmail-Slack integration works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect will automatically notify every member on your Slack
    What You Need
    • A Gmail account
    • A Slack account
  • Gmail Google Drive

    Gmail + Google Drive

    Save new Gmail attachments (original file format) to Google Drive Read More...
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Google Drive Upload File
    It might be easy to selectively save Gmail attachments to Google Drive, but when you automate this process with Appy Pie Connect, it gets easier than easy. After setting up Gmail-Google Drive integration, attachments from all incoming Gmail emails will be automatically saved into your Google Drive in the original file format as they come from the sender (e.g. PDF, PNG or DOCX). So, don’t wait and try this integration now and automate repetitive tasks in your workflow.
    How it Works
    • A new email with an attachment is received in your Gmail account
    • Appy Pie Connect copies the attachment and saves it to your Google Drive account
    What You Need
    • A Gmail account
    • A Google Drive account
  • Gmail Google Sheets

    Gmail + Google Sheets

    Save Gmail emails matching certain traits to a Google Spreadsheet Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Tired of finding, copying and moving data from your Gmail account to Google spreadsheets? Don’t worry, Appy Pie Connect will automate this process in just a few minutes. You don’t need to learn to code, just set up search criteria (i.e. emails from: [email protected]) to filter your emails so that whenever an email matching your specified criteria hits your inbox it’s automatically added to your Google Spreadsheet.
    How It Works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect copies the message and adds it to a new row in your Google Sheets
    What You Need
    • A Gmail account
    • A Google account(with access of Google spreadsheet)
  • Gmail Google Sheets

    Gmail + Google Sheets

    Add new incoming Gmail emails that match a label to Google Sheets as new rows Read More...
    When this happens...
    Gmail New Labeled Email
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Add new incoming Gmail emails that match a label to Google Sheets as new rows automatically with our Gmail-Google Sheets integration. After setting this integration up, we'll watch your Gmail account 24/7 on your behalf. Whenever any new email matching the specified label is found in your Gmail account, Appy Pie Connect will automatically add its data to a new row on Google sheets.
    How It Works
    • A new label is added to an email on Gmail
    • Appy Pie Connect automatically adds data to a new row on Google sheets
    What You Need
    • A Gmail account
    • A Google account (with Google Sheets access)
  • Gmail Trello

    Gmail + Trello

    Create Trello cards from new starred Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Starred Email
     
    Then do this...
    Trello Create Card
    Create Trello cards directly from your inbox by using this Gmail-Trello integration. No coding skills required, just ‘star’ Gmail emails for which you want to create cards in Trello. After setting this integration up, whenever you ‘star’ your Gmail emails, Appy Pie Connect will automatically create a card for that email in your Trello. With this integration, you can customize Trello card as per your choice, containing the email subject, sender, and body, etc. Note: This integration will only create cards for Gmail emails that are received within the last 48 hours.
    How It Works
    • Triggers whenever an email is starred in your Gmail inbox
    • Appy Pie Connect creates a Trello card on the board
    What You Need
    • A Gmail account
    • A Trello account
  • Gmail Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Gmail {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Gmail + Wealthbox CRM in easier way

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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 Gmail & Wealthbox CRM Integrations Work

  1. Step 1: Choose Gmail as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Gmail with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Gmail and Wealthbox CRM

Gmail

Gmail is an email service developed by Google. It has gained popularity for its simplicity and ability to handle multiple email accounts. Gmail allows users to send messages up to 15 megabytes in size, store messages for free, and search through messages with great speed.

Wealthbox CRM

Wealthbox is a cloud-based customer relationship management (CRM. software company. It enables its users to manage all their customer information under one roof.

Integration of Gmail and Wealthbox CRM

Integrating Gmail and Wealthbox CRM gives users the option to view their emails on the same platform as their contact details. A user can simply log into Wealthbox CRM and go through his email inbox so he can check if the messages are important or not. This integration also allows users to create contacts or leads directly from their Gmail inboxes.

Benefits of Integration of Gmail and Wealthbox CRM

There are many benefits of integrating Gmail and Wealthbox CRM. First, it allows you to save your time by checking your email on the same platform as your contact details. Since there is no need to log out of your account on Gmail, this integration saves you more time that you can use for other more important things. Second, you can view all your Gmail messages on one page without opening each message individually. This will save you time compared to opening each email individually on Gmail. Third, you can save on your internet data since you only have one page open instead of two. Fourth, you can easily create leads or contacts on Wealthbox CRM using your Gmail inboxes. If you are concerned about missing any important messages on your Gmail inbox, just check them on Wealthbox CRM first before deleting them. Fifth, you can organize your messages even without opening your Gmail inbox by creating fpders in Wealthbox CRM. Lastly, this integration helps you avoid duplicate work since you can create contacts or leads on Wealthbox CRM directly from Gmail.

Integrating Gmail and Wealthbox CRM will help improve productivity since users can save time by checking their important messages on the same platform as their contact details. This integration also saves more time compared to viewing each message individually or using two different platforms to do so. Also, users can view their messages and important data in one page to prevent distractions. Lastly, integration will help users avoid doing duplicate work when creating leads or contacts in Wealthbox CRM because users can already access these through Gmail.

The process to integrate Gmail 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.