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 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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
