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Wealthbox CRM + Zoom Integrations

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

About Wealthbox CRM

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

About Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
Zoom Alternatives

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

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Best Wealthbox CRM and Zoom Integrations

  • Wealthbox CRM Zoom

    Gmail + Zoom

    Add a registrant in Zoom from a new email in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Email
     
    Then do this...
    Zoom Create Registrant

    Zoom is one of the best cloud platforms for video and audio conferencing, chat, and webinars. It helps businesses and organizations bring their teams together in a frictionless environment to get more done in less time. You can make it more efficient by connecting it with Gmail using Appy Pie Connect. After setting this integration up, whenever a new email is received on Gmail, Appy Pie’s Connect will automatically add a new registrant in Zoom. With this automation, you can keep growing your Zoom even contact list.

    How this integration works
    • A new email is received on Gmail
    • Appy Pie’s Connect automatically adds a new registrant to your Zoom
    What You Need
    • A Gmail account
    • A Zoom account
  • Wealthbox CRM Zoom

    Chatbot + Zoom

    Create a new Zoom registrant when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Wealthbox CRM New Chat
     
    Then do this...
    Zoom Create Meeting Registrant
    Use Appy Pie Connect to create your Zoom registrants when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Wealthbox CRM Zoom

    Calendly + Zoom

    Turn new Calendly events into Zoom meetings Read More...
    When this happens...
    Wealthbox CRM Invitee Created
     
    Then do this...
    Zoom Create Meeting
    Do you know you can use Calendly to streamline scheduling meetings for your team? With Appy Pie Connect, you can create a Zoom meeting automatically when someone books an event in your calendar. After setting this integration up, whenever a new event is created on Calendly, Appy Pie Connect will turn that event into
    How This Calendly-Zoom Integration Works
    • A new event is created on Calendly
    • Appy Pie Connect turns that event into Zoom meeting
    What You Need
    • Calendly account
    • Zoom account
  • Wealthbox CRM Zoom

    Chatbot + Zoom

    Create a new Zoom meeting when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Wealthbox CRM New Chat
     
    Then do this...
    Zoom Create Meeting
    Use Appy Pie Connect to create your Zoom meeting when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom meeting when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically creates meeting in Zoom account.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Wealthbox CRM Zoom

    {{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 + Zoom in easier way

It's easy to connect Wealthbox CRM + Zoom 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 Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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.

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Registrant

    Creates a new webinar registrant.

How Wealthbox CRM & Zoom 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 Zoom as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoom with Appy Pie Connect.

    (2 minutes)

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