Integrate Woodpecker.co with Wealthbox CRM

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

Build your own integrations between Woodpecker.co and Wealthbox CRM

Connect Woodpecker.co and Wealthbox CRM 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 Woodpecker.co and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Email opened

Triggers when an email you sent is opened

Link clicked

Triggers when a link in an email you sent is clicked

Campaign created

Trigger when a new campaign is created

New prospect

Triggers when a new prospect is created

Prospect interested

Triggers when a prospect is marked as 'Interested'

Follow-up after autoreply

Triggers when a date is set for resuming follow-ups after autoreply from prospect

Prospect blacklisted

Triggers when a prospect unsubscribes or is marked as 'Blacklisted' manually

Email sent

Triggers when an email is sent from your Woodpecker account

Invalid prospect email

Triggers when a prospect's email is marked invalid

New prospect reply

Triggers when a prospect replies to your email or is marked as 'Replied' manually

Prospect not interested

Triggers when a prospect is marked as 'Not interested'

Prospect bounced

Triggers when a prospect’s email bounces

New autoreply

Triggers when a prospect sends an autoresponder or is marked as 'Autoreplied' manually

Prospect marked 'Maybe later'

Triggers when a prospect is marked as 'Maybe later'

New opportunity

Triggers when a new opportunity 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

New contact

Triggers when a new contact is created

New workflow

Triggers when a new workflow is created

All Actions - Actions are the automated tasks

Create or update prospect in campaign

Creates or updates a prospect in the selected campaign

Create agency

Adds a new agency in woodpecker.co

Create or update prospect

Creates or updates a prospect based on email

Stop follow-ups

Stops follow-ups planned for the selected prospect

Fetch prospect

Fetches the details of an existing prospect by ID

Fetch campaign

Fetches the details of an existing campaign by ID

Search prospect

Searches for the details of an existing prospect

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Create project

Creates a new project

Create task

Creates a new task

Fetch contact

Fetches a contact by email

What is Woodpecker.co?

Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks.

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

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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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