Integrate Prospect.io with Wealthbox CRM
Send information between Prospect.io and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Prospect.io and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New prospect
Triggers when a new prospect is added
Prospect converted
Triggers when a prospect is marked as converted
New prospect reply
Triggers when a prospect replies to your email
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
Qualify prospect
Qualifies the selected prospect
Convert prospect
Converts the selected prospect
Archive prospect
Archives the selected prospect
Create prospect
Creates a new prospect
Create prospect in campaign
Creates a new prospect and adds it to the selected campaign
Fetch prospect
Fetches the details of an existing prospect by email address
Unarchive prospect
Unarchives the selected prospect
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 Prospect.io?
Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions.
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.
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Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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