![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Integrate Wealthbox CRM with ActiveTrail
Send information between Wealthbox CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Add a new contact in ActiveTrail whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ActiveTrail 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 ActiveTrail.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Add a new contact in ActiveTrail whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ActiveTrail
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and ActiveTrail
Connect Wealthbox CRM and ActiveTrail with over 900+ 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 ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Updated contact
Triggers when the details of an existing contact are updated
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Contact added to group
Triggers when a contact is added to any group
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Contact removed from group
Triggers when a contact is removed from any group
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Fetch group
Fetches an existing group by name
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Send SMS
Sends an SMS message to a specified number
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Add contact to group
Adds a contact to the specified group
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Fetch contact
Fetches an existing contact by name or email
![](https://flow-public.nimbuspop.com/flow-apps/activetrail.png)
Remove contact from group
Removes a contact from a specific group
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >