Integrate Wealthbox CRM with Mailify
Send information between Wealthbox CRM and Mailify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Mailify whenever 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 Mailify 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 adds a new recipient in the specified campaign in Mailify.
Create a new contact in Mailify whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Mailify
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Supported triggers and actions
Integrate Wealthbox CRM and Mailify 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
Email delivered
Triggers when an email is delivered to a recipient
Email unsubscribed
Triggers when an existing subscriber unsubscribes from your campaign list
Email opened
Triggers when a recipient opens an email
Contact created
Triggers when a new contact is created
Email soft bounced
Triggers when an email is bounced (soft)
List created
Triggers when a new list is added
Email hard bounced
Triggers when an email is bounced (hard)
Email link clicked
Triggers when a recipient clicks a pre-specified link in your campaign
Email reported
Triggers when a recipient reports an email from your campaign
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 list
Creates a new list
Add recipient
Adds a new recipient in the specified campaign
Create contact
Creates a new contact
Fetch contact
Fetches the details of a contact using email address or phone number
What is Mailify?
Mailify is an email and SMS marketing automation solution designed for individuals and SMEs. It provides features such as AB testing, chatbot for web pages, autoresponders, contact management, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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