Integrate Wealthbox CRM with ActiveCampaign

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

Explore prebuilt integration flows to get started

[esc]

Generate a new contact in ActiveCampaign 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 add a new contact in ActiveCampaign whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list in ActiveCampaign.
+

Generate a new contact in ActiveCampaign each time a new contact is created in Wealthbox CRM

Wealthbox CRM + ActiveCampaign

Build your own integrations between Wealthbox CRM and ActiveCampaign

Connect Wealthbox CRM and ActiveCampaign with over 800+ 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 ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Contact added to list

Triggers when a new contact is added to the selected list

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Contact tag added

Triggers when a tag is added to an existing contact

Contact note created

Triggers when a new contact note is created

Campaign starts sending

Triggers when a new campaign starts sending

Contact updated

Triggers when the details of an existing contact are updated

Deal task created

Triggers when a new deal task is created

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Deal note created

Triggers when a new deal note is created

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Deal updated

Triggers when the details of an existing deal are updated

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

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

Create campaign

Creates and sends a new campaign

Add tag to contact

Adds a tag to an existing contact

Create tracked event

Creates a custom website or application event

Add contact to automation

Adds a contact into an automation. If unavailable, a contact will be created and added

Create contact note

Creates a note for the specified contact

Add note to deal

Adds notes to the selected deal

Create deal

Creates a new deal

Create contact

Creates a new contact

Update deal

Updates an existing deal

Update contact

Updates an existing contact's details

Fetch contact

Fetches a contact by email address

Fetch deal

Fetches an existing deal by title

Search tag

Searches for an existing tag using name

Fetch user

Fetches a user by email address

Fetch automation

Fetches the details of an automation by name

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

What is ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

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 >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY