Integrate Wealthbox CRM with Jumplead
Send information between Wealthbox CRM and Jumplead automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Jumplead each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Jumplead 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 a new contact in Jumplead.
Create a new contact is in Jumplead each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Jumplead
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Supported triggers and actions
Integrate Wealthbox CRM and Jumplead 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 created
New task
Triggers when a new task is created
New company
Triggers when a new company is created
Automation triggered
Triggers when an automation starts
New prospects
Triggers when a new prospect is created
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
Create task
Creates a new task
Create company
Creates a new company
Update contact
Updates details of the selected contact
Fetch contact
Fetches a contact by ID or email
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 Jumplead?
Jumplead is a marketing and lead generation tool. You can capture leads, personalize your marketing, and convert visitors into leads.
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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.
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