Integrate Wealthbox CRM with BulkSMS
Send information between Wealthbox CRM and BulkSMS automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in BulkSMS for a recently created contact in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from BulkSMS 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 sends a new message to one or more specified recipients in BulkSMS .
Send a welcome email in BulkSMS for a recently created contact in Wealthbox CRM
Wealthbox CRM + BulkSMS
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Supported triggers and actions
Integrate Wealthbox CRM and BulkSMS 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
Message initiated
Triggers when a new message is initiated
Message delivered
Triggers when a message is delivered
Message received
Triggers when a new message is received
Message failed
Triggers when a message is failed
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
Schedule message
Schedules a message
Block phone number
Adds a new phone number to the blocked phone numbers list
Send message
Sends a new message to one or more specified recipients
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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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.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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
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