Integrate Wealthbox CRM with ActiveCampaign
Send information between Wealthbox CRM and ActiveCampaign automatically, without writing any code, using Zoho Flow.
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Generate a new contact in ActiveCampaign each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in ActiveCampaign whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list in ActiveCampaign.
Generate a new contact in ActiveCampaign each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ActiveCampaign
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Supported triggers and actions
Integrate Wealthbox CRM and ActiveCampaign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Deal note created
Triggers when a new deal note is created
Contact updated
Triggers when the details of an existing contact are updated
Account updated
Triggers when the details of an existing account are updated
Campaign starts sending
Triggers when a new campaign starts sending
Deal created
Triggers when a new deal is created
Campaign link clicked
Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.
Campaign opened
Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.
Contact tag added
Triggers when a tag is added to an existing contact
Account created
Triggers when a new account is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when the details of an existing deal are updated
Contact added to list
Triggers when a new contact is added to the selected list
Contact unsubscribed from campaign
Triggers when a contact unsubscribes as a result of a campaign email sent
Contact note created
Triggers when a new contact note is created
Deal task created
Triggers when a new deal task is created
All Actions - Actions are the automated tasks
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
Add or update contact
Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list
Create contact
Creates a new contact
Create account
Creates a new account
Add contact to automation
Adds a contact to automation
Create deal
Creates a new deal
Create contact note
Creates a note for the specified contact
Add note to deal
Adds notes to the selected deal
Add tag to contact
Adds a tag to an existing contact
Create campaign
Creates and sends a new campaign
Create tracked event
Creates a custom website or application event
Update account
Updates the details of an existing account
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Fetch user
Fetches the details of an existing user
Fetch automation
Fetches the details of an existing automation by name
Search tag
Searches for an existing tag using name
Fetch deal
Fetches the details of an existing deal
Fetch account
Fetches the details of an existing account
Fetch contact
Fetches the details of an existing contact
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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What is ActiveCampaign?
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.
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Build comprehensive workflows using
Webhook triggers
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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.
Learn more >Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
