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
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in ActiveTrail.
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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

Connect Wealthbox CRM and ActiveTrail with over 1000+ 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

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

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.

CRM

What is ActiveTrail?

ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

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

Siddharth Ahuja

CEO, Fabricroot

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