Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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
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.
Zoho Mail + SlackPost new emails from Zoho Mail to Specified Slack Channels Read More...
Zoho Mail + TrelloCreate Trello cards from new Zoho Mail emails that match search criteria Read More...
Twitter + Zoho MailSend emails from Zoho Mail when someone mentions your handle in Twitter Read More...
Todoist + Zoho MailSend an email to yourself or others from Zoho Mail when new tasks are completed on Todoist Read More...
It's easy to connect Wealthbox CRM + Zoho Mail without coding knowledge. Start creating your own business flow.
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.
Triggers whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
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.
Draft and send a new email message.