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Wealthbox CRM + Zoho Cliq Integrations

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

About Wealthbox CRM

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

About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

Zoho Cliq Integrations

Best Wealthbox CRM and Zoho Cliq Integrations

  • Wealthbox CRM Zoho Cliq

    Drift + Zoho Cliq

    Broadcast new Drift conversations in Zoho Cliq Read More...
    When this happens...
    Wealthbox CRM New Conversation
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
    If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect post that conversation to Zoho Cliq
    Apps Involved
    • Drift
    • Zoho Cliq
  • Wealthbox CRM Zoho Cliq

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

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

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

    Triggers
  • 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.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • 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.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

How Wealthbox CRM & Zoho Cliq Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Cliq as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Cliq with Appy Pie Connect.

    (2 minutes)

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