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.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
It's easy to connect Google Groups + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers whenever a new member is added in google groups.
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.
Adds a new email alias for a group.
Adds a new member to a group.
Creates or updates a group
Delete a member from a group.
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.