Integrate Wealthbox CRM with ZappHub
Send information between Wealthbox CRM and ZappHub automatically, without writing any code, using Zoho Flow.
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Create a new contact is in ZappHub each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ZappHub 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 user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
Create a new contact is in ZappHub each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ZappHub
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Supported triggers and actions
Integrate Wealthbox CRM and ZappHub 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
Message sent or received
Triggers when a new message is sent or received
Message delivered
Triggers when a message is delivered successfully
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
Create contact
Creates a new user contact in the internal contacts agenda of the WhatsApp device connected
Create agent
Creates a new chat agent for the current device
Add participants to group
Adds the specified participants to an existing group using their phone numbers
Send message
Sends a new text message to the specified phone number, group, or broadcast list.
Remove participant from group
Removes the specified participants from an existing group by phone number
Update contact
Updates the details of an existing contact using WhatsApp contact ID
Revoke group invite
Revokes the specified group invite code
Fetch contact
Fetches the details of an existing contact using WhatsApp ID or phone number
Fetch group invite code
Fetches the invite URL for an existing group
Validate phone number
Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.
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 ZappHub?
ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.
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.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
