Integrate Wealthbox CRM with sms77
Send information between Wealthbox CRM and sms77 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in sms77 when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in sms77 when 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 sends an SMS the specified phone numbers in sms77.
Send a welcome email in sms77 when a new contact is created in Wealthbox CRM
Wealthbox CRM + sms77
Create a new contact in sms77 when a new contact is created in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in sms77 for new contacts 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 in sms77.
Create a new contact in sms77 when a new contact is created in Wealthbox CRM
Wealthbox CRM + sms77
Generate a new contact in sms77 each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in sms77 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 sms77.
Generate a new contact in sms77 each time a new contact is created in Wealthbox CRM
Wealthbox CRM + sms77
Build your own integrations between Wealthbox CRM and sms77
Connect Wealthbox CRM and sms77 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 sms77 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
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
Send SMS
Sends an SMS the specified phone numbers
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Find caller name
Finds the caller name (CNAM) of the specified phone number
Find phone number format
Finds the national and international format the specified mobile phone number
Find mobile number portability
Finds information regarding mobile number portability (MNP) for the specified phone number
Find home location register
Finds information regarding the home location register (HLR) for the specified phone number
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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