Box + Microsoft Office 365 + Wealthbox CRM Integrations
How to connect Box + Microsoft Office 365 + Wealthbox CRM
Zapier lets you send info between Box and Microsoft Office 365 and Wealthbox CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Box + Microsoft Office 365 + Wealthbox CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Box, Microsoft Office 365, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.
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How Box + Microsoft Office 365 + Wealthbox CRM Integrations Work
- Step 1: Authenticate Box, Microsoft Office 365, and Wealthbox CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
