Integrate Wealthbox CRM with Textlocal.in
Send information between Wealthbox CRM and Textlocal.in automatically, without writing any code, using Zoho Flow.
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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 950+ 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
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
