?>

Wealthbox CRM + Zoho Mail Integrations

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

About Wealthbox CRM

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

About Zoho Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

Zoho Mail Integrations
Zoho Mail Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Microsoft Outlook Microsoft Outlook

Best Wealthbox CRM and Zoho Mail Integrations

  • Wealthbox CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Wealthbox CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Wealthbox CRM Slack

    Zoho Mail + Slack

    Post new emails from Zoho Mail to Specified Slack Channels Read More...
    When this happens...
    Wealthbox CRM New Email
     
    Then do this...
    Slack Send Channel Message
    Keeping up with Zoho Mail emails that you need to take an action on, is really cumbersome when you receive hundreds of emails in a day. This Connect will help you identify those important emails and send them to Slack for action. The only thing you need to do is apply the label you want Appy Pie Connect to watch for (e.g. emails from: customers@AppyPie.com). After setting this integration up, whenever a new email matching your search criteria arrives to Zoho Mail box, we’ll automatically post the email contents to your chosen Slack channel.
    Note: This integration will only trigger for Zoho Mail emails that are received within the last 48 hours.
    How this Zoho Mail – Slack integration works
    • Triggers when a new email is received in a folder on Zoho Mail
    • Appy Pie Connect posts the content of that email as a new message to your chosen Slack channel
    What You Need
    • A Zoho Mail account
    • A Slack account
  • Wealthbox CRM Trello

    Zoho Mail + Trello

    Create Trello cards from new Zoho Mail emails that match search criteria Read More...
    When this happens...
    Wealthbox CRM New Email Matching Search
     
    Then do this...
    Trello Create Card
    Following up Zoho Mail emails that you need to take an action on can be really difficult for you. With this integration, you can automatically create Trello cards for those emails and follow them up later. No coding skills required, and all you need to do is specify a search term for your emails (i.e. emails from: office@AppyPie.com) that you want Appy Pie Connect to watch for. Once you set this integration up, Appy Pie Connect will automatically create a card in Trello for every Zoho Mail email that matches your search criteria.
    How this integration works
    • A new email that matches the search criteria is received on your Zoho Mail
    • Appy Pie Connect will automatically create a card on your Trello board
    What You Need
    • A Gmail Account
    • A Zoho Mail Account
  • Wealthbox CRM Zoho Mail

    Twitter + Zoho Mail

    Send emails from Zoho Mail when someone mentions your handle in Twitter Read More...
    When this happens...
    Wealthbox CRM Search Mention
     
    Then do this...
    Zoho Mail Send Email
    Twitter is one of the most effective social media sites that help entrepreneurs increase their consumer base. In fact, Twitter marketing strategies greatly help businesses build their brand and increase their sale. After setting this integration up, whenever someone mentions your handle (or any other term) on Twitter, Appy Pie Connect sends emails from Zoho Mail to you or the selected recipients, keeping you updated and responsive to the posts that address you on Twitter.
    How this Twitter – Zoho Mail integration works
    • A new tweet mentions your handle or any other specified keyword
    • Appy Pie Connect sends an email from your Zoho Mail account to the recipients of your choice
    Apps involved
    • A Twitter account
    • A Zoho Mail account
  • Wealthbox CRM Zoho Mail

    Todoist + Zoho Mail

    Send an email to yourself or others from Zoho Mail when new tasks are completed on Todoist Read More...
    When this happens...
    Wealthbox CRM New Complete Task
     
    Then do this...
    Zoho Mail Send Email
    It goes without saying that Todoist keeps all your to-dos in one place and integrates perfectly with a number of other tools you use. Set this integration up, and each time a task is completed on Todoist, Appy Pie connect will automatically send a direct email message via Zoho Mail to you or your chosen recipients. With this integration, you can make your project management more efficient.
    How This Integration Works
    • A task is marked as complete on your Todoist account
    • Appy Pie Connect sends an email from your Zoho Mail account to the chosen recipients
    What Is Needed For This Todoist-Zoho Mail Integration
    • A Todoist account
    • A Zoho Mail account
  • Wealthbox CRM Zoho Mail

    {{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 Mail in easier way

It's easy to connect Wealthbox CRM + Zoho Mail 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 Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    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.

  • Send Email

    Draft and send a new email message.

How Wealthbox CRM & Zoho Mail 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 Mail as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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