Integrate Moosend with Wealthbox CRM

Send information between Moosend and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Add new subscribers on Moosend as contacts in Wealthbox CRM

Sometimes starting a conversation with your subscribers can prove to be very insightful. Use this flow to add new subscribers Moonsend subscribers as contacts in Wealthbox CRM.

How it works
1. A new subscriber is added to Moosend.
2. Zoho Flow automatically adds the subscriber as a contact in Wealthbox CRM.
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Add new subscribers on Moosend as contacts in Wealthbox CRM

Moosend + Wealthbox CRM

Build your own integrations between Moosend and Wealthbox CRM

Connect Moosend and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Moosend and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Subscriber marked as bounced

Triggers when a subscriber is marked as bounced

Subscriber removed

Triggers when a subscriber is removed from the selected mailing list

New subscription

Triggers when a new subscriber is added to the selected mailing list

New unsubscription

Triggers when someone unsubscribes from the selected mailing list

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow is created

New task

Triggers when a new task is created

New comment

Triggers when a new comment is created

New note

Triggers when a new note is created

New event

Triggers when a new event is created

New project

Triggers when a new project is created

Completed task

Triggers when a task is completed

All Actions - Actions are the automated tasks

Create subscriber

Creates a new subscriber in the selected mailing list

Unsubscribe member

Unsubscribes a member from the selected mailing list

Create project

Creates a new project

Create task

Creates a new task

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Fetch contact

Fetches a contact by email

What is Moosend?

Moosend is email marketing automation software. You can design templates, manage contact lists, and track campaign activity over time.

Marketing Automation

What is Wealthbox CRM?

Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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