Integrate Wealthbox CRM with MessageBird

Send information between Wealthbox CRM and MessageBird automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a welcome email in MessageBird when a new contact is created in Wealthbox CRM

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from MessageBird each time a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow sends an SMS message in MessageBird.
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Send a welcome email in MessageBird when a new contact is created in Wealthbox CRM

Wealthbox CRM + MessageBird

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Create a contact in MessageBird each time a contact is created in Wealthbox CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in MessageBird for new contacts created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in MessageBird.
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Create a contact in MessageBird each time a contact is created in Wealthbox CRM

Wealthbox CRM + MessageBird

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Create a new contact is in MessageBird each time a new contact is created in Wealthbox CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in MessageBird each time a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in MessageBird.
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Create a new contact is in MessageBird each time a new contact is created in Wealthbox CRM

Wealthbox CRM + MessageBird

Build your own integrations between Wealthbox CRM and MessageBird

Connect Wealthbox CRM and MessageBird with over 950+ 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 MessageBird 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

New channel message received

Triggers when a new channel message is received

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

Reply to Conversation

Adds a new message to an existing conversation and sends it to the contact you're talking to

Create group

Creates a new group

Start channel conversation

Starts a new channel conversation

Send MMS

Sends a new MMS message

Send SMS

Sends an SMS message

Send voice message

Sends a voice message

Add contact to group

Adds an existing contact into group by group ID

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Remove contact from group

Removes an already added contact from group by group 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.

CRM

What is MessageBird?

MessageBird is a customer communication platform. You can send voice messages, integrate video calling with your system, and connect to carriers across the globe.

Phone/SMS

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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

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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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