Integrate Wealthbox CRM with Mailify
Send information between Wealthbox CRM and Mailify automatically, without writing any code, using Zoho Flow.
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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 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 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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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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
