![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Integrate Wealthbox CRM with Omnisend
Send information between Wealthbox CRM and Omnisend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Generate a new contact in Omnisend 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 will log a new contact in Omnisend whenever 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 or updates an existing contact. This action creates or updates based on email. in Omnisend.
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Generate a new contact in Omnisend each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Omnisend
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Omnisend
Connect Wealthbox CRM and Omnisend with over 900+ 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 Omnisend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Order created
Triggers when a new order is created
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Product added
Triggers when a new product is added
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Campaign created
Triggers when a new campaign is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Add product
Adds a new product
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Create or update contact
Creates a new contact or updates an existing contact. This action creates or updates based on email.
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Create order
Creates a new order
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Update product
Updates the details of an existing product
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Update order
Updates the details of an existing order
![](https://flow-public.nimbuspop.com/flow-apps/omnisend.png)
Fetch contact
Fetches the details of an existing contact
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.
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What is Omnisend?
Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.
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