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Google Groups + Wealthbox CRM Integrations

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

About Google Groups

Google Groups is a service from Google that provides discussion groups for people sharing common interests. Google Groups makes it easy for groups of people—such as project teams, departments, or classmates—to communicate and collaborate.

About Wealthbox CRM

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

Wealthbox CRM Integrations
Connect Google Groups + Wealthbox CRM in easier way

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

    Triggers
  • New Member

    Triggers whenever a new member is added in google groups.

  • 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 Group Email Alias

    Adds a new email alias for a group.

  • Add Member to Group

    Adds a new member to a group.

  • Create or Update Group

    Creates or updates a group

  • Delete Member to Group

    Delete a member from a group.

  • 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.