Integrate Device Magic with Wealthbox CRM
Send information between Device Magic and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Wealthbox CRM for each form entry generated by Device Magic
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Device Magic.
How it works
- The flow triggers when a new submission is received in the selected form in Device Magic.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM for each form entry generated by Device Magic
Device Magic + Wealthbox CRM
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Supported triggers and actions
Integrate Device Magic and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission received
Triggers when a new submission is received in the selected form
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 workflow
Triggers when a new workflow 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
All Actions - Actions are the automated tasks
Dispatch form
Dispatches a form to a target device
Create contact
Creates a new contact
Create event
Creates a new event
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create note
Creates a new note
Create task
Creates a new task
Fetch contact
Fetches a contact by email
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.
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