Connect Zoho CRM to Wealthbox with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Zoho CRM to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- Head over to the left sidebar and click on the Create new Bridge green button
- You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
- Choose Zoho CRM as the source for your bridge
- Choose Wealthbox as the destination for your bridge
- Click on the Continue button
- At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your Zoho CRM with Wealthbox
Step 2.A: Setup your Zoho CRM integration
- Click on Connect Zoho CRM
- Click on Create new integration to connect your Zoho CRM (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Zoho CRM integration
- Click on Authorize and you will be prompted to the Zoho CRM authorization experience
- Here you will need to provide the info required and grant access to LeadsBridge
- Once done, you will be get back to LeadsBridge application
- You can choose a name for this Zoho CRM and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Zoho CRM is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Zoho CRM
How to get Domain
1. Enter the domain (URL) in which your Zoho Account resides. You can find this by checking your browser's address bar while logged into your Zoho Account.
Step 2.C: Setup your Wealthbox integration
- Click on Connect Wealthbox
- Click on Create new integration to connect your Wealthbox (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Wealthbox integration
- Fill API Key field to connect Wealthbox with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Wealthbox and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Wealthbox is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Wealthbox
How to get API Key
In order to create a Wealthbox API Key to use in LeadsBridge you should follow the steps below:
1. Log into Wealthbox
2. Click on the three dots icon in the top-right menu![]()
3. Then, click on Settings![]()
4. Go to PERSONAL → API Access![]()
5. Click on Create Access Token![]()
6. Assign a Label to your New Access Token, for instance, My LeadsBridge Access Token![]()
7. Click on Save![]()
8. Then, copy the generated API token![]()
9. Finally, go back to LeadsBridge and paste the API Key into your Wealthbox integration configuration
1. Log into Wealthbox
2. Click on the three dots icon in the top-right menu
3. Then, click on Settings
4. Go to PERSONAL → API Access
5. Click on Create Access Token
6. Assign a Label to your New Access Token, for instance, My LeadsBridge Access Token
7. Click on Save
8. Then, copy the generated API token
9. Finally, go back to LeadsBridge and paste the API Key into your Wealthbox integration configuration
Step 2.E: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
- Type the address(es) where you'd like to receive the receipt
- You may also modify the Subject line of the email
Step 3: Fields Mapping
Here you'll be able to map your Zoho CRM information with your Wealthbox fields.
- You will have Wealthbox fields on the left. Match the information you wish to pass align from Zoho CRM
- Based on Wealthbox functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
- You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
- You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
- Click on the link Add Filter for Incoming Leads on the top left
- A popup wil be opened where you can configure the filter
- You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
- Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
Step 3.B Test Connection (Optional)
Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.
Step 4: Save and Publish
- Click on the Save and publish button
Congratulations! Now your bridge is up and running
Do you need help?
Here some additional resources:
- Zoho CRM documentation page and common questions
- Wealthbox documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
