Integrate Wealthbox CRM with Textbelt

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

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

Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in Textbelt whenever a new contact is added in Wealthbox CRM.

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

Wealthbox CRM + Textbelt

Build your own integrations between Wealthbox CRM and Textbelt

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Supported triggers and actions

Integrate Wealthbox CRM and Textbelt 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 text SMS

Sends a text SMS message

Check delivery status

Checks the delivery status of a text message

Check quota

Checks the amount of credit remaining on your key

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 Textbelt?

Textbelt is an SMS API that is built for developers to send and receive SMS messages. It is easy to set up and also offers multiple SMS packages.

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.

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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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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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