Integrate Wealthbox CRM with Synqtel
Send information between Wealthbox CRM and Synqtel automatically, without writing any code, using Zoho Flow.
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Send a greeting email in Synqtel for a newly added contact in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from Synqtel each time 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 a new SMS message to the specified phone number in Synqtel.
Send a greeting email in Synqtel for a newly added contact in Wealthbox CRM
Wealthbox CRM + Synqtel
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Supported triggers and actions
Integrate Wealthbox CRM and Synqtel 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 message
Sends a new SMS message to 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.
Similar apps
What is Synqtel?
Synqtel is an app that enables global SMS, MMS, and IP messaging from any app, using intelligent delivery features, and working with world leaders in SMS and voice communication solutions across Africa and the Middle East.
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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.
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