Integrate Wealthbox CRM with ActiveDEMAND
Send information between Wealthbox CRM and ActiveDEMAND automatically, without writing any code, using Zoho Flow.
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Create a new contact in ActiveDEMAND when a new contact is created in Wealthbox CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in ActiveDEMAND 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 contact to the selected contact list in ActiveDEMAND.
Create a new contact in ActiveDEMAND when a new contact is created in Wealthbox CRM
Wealthbox CRM + ActiveDEMAND
Add a new contact in ActiveDEMAND whenever a new contact is added in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in ActiveDEMAND 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 creates a new contact in ActiveDEMAND.
Add a new contact in ActiveDEMAND whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ActiveDEMAND
Build your own integrations between Wealthbox CRM and ActiveDEMAND
Connect Wealthbox CRM and ActiveDEMAND with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and ActiveDEMAND 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
History created
Triggers when a new history item is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
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
Create form entry
Creates a new web form entry
Create history
Creates a new history item for the specified contact
Add contact to contact list
Adds a contact to the selected contact list
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by email address
Remove contact from contact list
Removes a contact from the selected contact list
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 ActiveDEMAND?
ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages, and more.
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
