![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Integrate Wealthbox CRM with dotdigital
Send information between Wealthbox CRM and dotdigital automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Create a new contact is in dotdigital each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in dotdigital 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 or updates a contact in dotdigital.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Create a new contact is in dotdigital each time a new contact is created in Wealthbox CRM
Wealthbox CRM + dotdigital
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and dotdigital
Connect Wealthbox CRM and dotdigital with over 900+ 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 dotdigital using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Survey response added
Triggers when a new response is added in the selected survey
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Refresh segment
Refreshes an existing segment
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Create address book
Creates a new address book
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Send transactional email
Sends a transactional email
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Send campaign to address book
Sends a campaign to the selected address book
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Send campaign to contact
Sends a campaign to the specified contact
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Enrol contact in program
Enrolls a contact in the selected program
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Create contact data field
Creates a new contact data field
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Create or update contact
Creates or updates a contact
![](https://flow-public.nimbuspop.com/flow-apps/dotdigital.png)
Unsubscribe contact
Unsubscribes the specified contact
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 dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
Similar apps
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