Integrate Wealthbox CRM with Textlocal.in
Send information between Wealthbox CRM and Textlocal.in automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Textlocal.in when a new contact is created in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in Textlocal.in 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 a text message to the specified numbers in Textlocal.in.
Send a welcome email in Textlocal.in when a new contact is created in Wealthbox CRM
Wealthbox CRM + Textlocal.in
Create a contact in Textlocal.in each time a contact is created in Wealthbox CRM
Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a contact in Textlocal.in every time a contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow adds a contact to the selected group in Textlocal.in.
Create a contact in Textlocal.in each time a contact is created in Wealthbox CRM
Wealthbox CRM + Textlocal.in
Create a new contact is in Textlocal.in 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 log a new contact in Textlocal.in 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 adds a contact to the selected group in Textlocal.in.
Create a new contact is in Textlocal.in each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Textlocal.in
Build your own integrations between Wealthbox CRM and Textlocal.in
Connect Wealthbox CRM and Textlocal.in 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 Textlocal.in 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 to the selected group
Message scheduled
Triggers when a new message is scheduled
Message received
Triggers when a new message is received in your inbox
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 a text message to the specified numbers
Send SMS to group
Sends a text message to the selected group
Send survey
Sends a survey link to the specified number
Add contact
Adds a contact to the selected group
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 Textlocal.in?
Textlocal.in is a text SMS service for transactional and promotional purposes. You can schedule texts, receive SMS, and track campaign metrics.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
