Integrate Wealthbox CRM with ActiveTrail
Send information between Wealthbox CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
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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.
Add a new contact in ActiveTrail whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ActiveTrail
Build your own integrations between Wealthbox CRM and ActiveTrail
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Supported triggers and actions
Integrate Wealthbox CRM and ActiveTrail 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
Updated contact
Triggers when the details of an existing contact are updated
Contact added to group
Triggers when a contact is added to any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact removed from group
Triggers when a contact is removed from any group
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 contact
Creates a new contact
Fetch group
Fetches an existing group by name
Send SMS
Sends an SMS message to a specified number
Add contact to group
Adds a contact to the specified group
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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.
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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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
