AI-native automation
Automate work across
Wealthbox and 
Zoho CRMwith Caddi AI Agents.
Automate anything you do across Wealthbox, Zoho CRM, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Wealthbox and Zoho CRM
Connect Wealthbox to Caddi
Allow1Sign in to Wealthbox
One click with your own Wealthbox login. No API keys.
Connect Zoho CRM to Caddi
Allow2Sign in to Zoho CRM
The same click again. Both tools are connected.
Create lead in Zoho CRM when new contact in Wealthbox.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Wealthbox and Zoho CRM together
At an RIA the work between Wealthbox and Zoho CRM is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Create lead in Zoho CRM when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create lead in Zoho CRM. No copy-paste, no missed records.
- 02
Create contact in Wealthbox when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create contact in Wealthbox so the two systems stay in lockstep.
- 03
Create deal in Zoho CRM from Wealthbox events.
When task completed happens in Wealthbox, Caddi create deal in Zoho CRM with the right context attached.
Actions Caddi can take across Wealthbox and Zoho CRM
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
- Zoho CRM
New lead
Triggers when a new lead is created.
- Zoho CRM
New deal
Triggers when a new deal is created.
- Zoho CRM
Module record updated
Triggers when a record in any module is updated.
- Zoho CRM
Create lead
Add a new lead with contact and qualification fields.
- Zoho CRM
Create deal
Open a new deal with pipeline and amount.
- Zoho CRM
Update record
Modify fields on any module record.
- Zoho CRM
Convert lead
Convert a Zoho CRM lead into account, contact, and deal.
Common questions
How does Caddi connect Wealthbox and Zoho CRM?
Wealthbox and Zoho CRM just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Wealthbox and Zoho CRM end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Wealthbox and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Wealthbox + Zoho CRM loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Wealthbox and Zoho CRM with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Wealthbox and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against Wealthbox, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.