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Integrate Wealthbox CRM with Agile CRM
Send information between Wealthbox CRM and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in Agile CRM whenever a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Agile CRM each time a new contact is created 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 Agile CRM.
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Create a new contact in Agile CRM whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Agile CRM
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Build your own integrations between Wealthbox CRM and Agile CRM
Connect Wealthbox CRM and Agile CRM 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 Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New workflow
Triggers when a new workflow is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create task
Creates a new task
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Fetch contact
Fetches a contact by email
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Add note to contact
Adds a note to an existing contact
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Create Deal
Creates a new deal
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Create Task
Creates a task for the selected contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Add note to deal
Adds a note to an existing deal
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Update Company
Updates the details of an existing Company based on company ID
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Update Task
Updates the details of an existing Task based on task ID
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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