Integrate Wealthbox CRM with Mautic
Send information between Wealthbox CRM and Mautic automatically, without writing any code, using Zoho Flow.
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Add a new contact in Mautic whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Mautic 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 creates a new contact in Mautic.
Add a new contact in Mautic whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Mautic
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Supported triggers and actions
Integrate Wealthbox CRM and Mautic 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
Contact points updated
Triggers when the score for a contact is updated
Page hit registered
Triggers when a landing page is visited by a contact
Contact created
Triggers when a new contact is created
Email opened
Triggers when a contact views an email
Updated contact
Triggers when any detail of an existing contact is updated
Form entry submitted
Triggers when an entry is submitted for the selected form
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 the details of an existing contact
Fetch contact by email address
Fetches the details of an existing contact by email address
Fetch contact by ID
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 Mautic?
Mautic is an open-source marketing automation software that helps marketers personalize their communication and deliver the right message at the right time.
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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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