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Integrate Wealthbox CRM with MailZak
Send information between Wealthbox CRM and MailZak automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in MailZak whenever 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 MailZak 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 under the specified list in MailZak.
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Create a new contact in MailZak whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + MailZak
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Build your own integrations between Wealthbox CRM and MailZak
Connect Wealthbox CRM and MailZak with over 1000+ 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 MailZak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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New workflow
Triggers when a new workflow is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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Contact unsubscribed
Triggers when a contact has unsubscribed an email from a campaign
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Email opened
Triggers when an email from the specified campaign is opened
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create task
Creates a new task
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Fetch contact
Fetches a contact by email
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Create contact
Creates a new contact under the specified list
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Unsubscribe contact
Unsubscribes the specified contact from a list
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Send email
Sends an email to the specified email address
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Update contact
Updates the details of a contact under a list
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Fetch contact
Fetches the details of an existing contact by ID
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 MailZak?
Mailzak is an email marketing tool that helps you run email campaigns and also analyze how customers interact with your emails.
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Build comprehensive workflows using
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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