Integrate Wealthbox CRM with ClickSend
Send information between Wealthbox CRM and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in ClickSend when 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 SMS in ClickSend.
Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM
Wealthbox CRM + ClickSend
Add a new contact in ClickSend when a new contact is added in Wealthbox CRM
Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a contact in ClickSend every time a 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 ClickSend.
Add a new contact in ClickSend when a new contact is added in Wealthbox CRM
Wealthbox CRM + ClickSend
Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in ClickSend 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 ClickSend.
Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ClickSend
Build your own integrations between Wealthbox CRM and ClickSend
Connect Wealthbox CRM and ClickSend 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 ClickSend 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
SMS received
Triggers when a new SMS is received
Contact added
Triggers when a new contact is added to the specified list
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 SMS
Sends a new SMS
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Send MMS
Sends a new MMS
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Create contact
Creates a new contact
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send fax
Sends a new fax
Create contact list
Creates a new contact list
Send email campaign
Sends a new email campaign
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Copy contact to list
Copies an existing contact from one list to another
Fetch contact list
Fetches a contact list by name
Update contact
Updates the details of an existing contact by ID
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Fetch contact
Fetches the details of an existing contact
Fetch email campaign
Fetches the details of an existing email campaign
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 ClickSend?
ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
