Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
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It's easy to connect Zoho People + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers every time a record is added in a specific form.
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 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.
Zoho People is a comprehensive online human resources management system that allows corporations to manage employee information and resources from one central database. As of 2017, Zoho has approximately five million users. The service provides a number of features including an “Instant Messaging” top, a “Calendar” top, a “Case Management” top and a “Forms” top. Users can also access information about company benefits and insurance, as well as company news and announcements.
Wealthbox CRM is a complete customer relationship management (CRM. application that allows businesses to manage their customers as well as their sales and marketing campaigns. Users can view information such as customer details, sales history and marketing campaigns via the user’s dashboard. A variety of reports allow users to review specific aspects of their customer base. The system also includes a “Contact Manager” and a “Social Contact Manager” top.
Users with both Wealthbox CRM and Zoho People accounts will be able to integrate Zoho People and Wealthbox CRM with each other through the use of the single sign-on feature. Through this feature, users will be able to access both applications without having to sign in separately with each account. This is very convenient for both businesses and individuals that use both platforms frequently.
Using both Zoho People and Wealthbox CRM together offers numerous benefits to users. Some of the benefits include:
The process to integrate Zoho People and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.