Integrate Wealthbox CRM with Interseller
Send information between Wealthbox CRM and Interseller automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Interseller 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 log a new contact in Interseller whenever 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 Interseller.
Generate a new contact in Interseller each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Interseller
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Supported triggers and actions
Integrate Wealthbox CRM and Interseller 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
New contact
Triggers when a new contact is added to any of your campaigns
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
Create contact
Creates a new contact
Update contact
Updates an existing contact
Fetch contact
Fetches a contact by email
What is Interseller?
Interseller is a lead sourcing platform that lets you verify email addresses and sync contacts. You can generate reports to track performance and schedule a customized sequence of emails.
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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
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