Integrate Wealthbox CRM with BulkGate
Send information between Wealthbox CRM and BulkGate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in BulkGate for a recently created contact in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This workflow ensures that a welcome email is sent in BulkGate 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 sends SMS message to the specified phone number in BulkGate.
Send a welcome email in BulkGate for a recently created contact in Wealthbox CRM
Wealthbox CRM + BulkGate
Build your own integrations between Wealthbox CRM and BulkGate
Connect Wealthbox CRM and BulkGate 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 BulkGate 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
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
Send promotional SMS
Send SMS messages to contacts saved in groups
Send notification SMS
Sends SMS message to the specified phone number
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.
Similar apps
What is BulkGate?
BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.
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 >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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
