Integrate Wealthbox CRM with SendFox

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

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Create a new contact in SendFox 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 SendFox 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 new contact in SendFox.
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Create a new contact in SendFox whenever a new contact is created in Wealthbox CRM

Wealthbox CRM + SendFox

Build your own integrations between Wealthbox CRM and SendFox

Connect Wealthbox CRM and SendFox 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 SendFox 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 added

Triggers when a new contact is added

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 new 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.

CRM

What is SendFox?

SendFox is an email marketing application specifically designed for content creators that lets you compose and send unlimited customized emails.

Email Marketing

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.

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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