Integrate Wealthbox CRM with ActiveCampaign
Send information between Wealthbox CRM and ActiveCampaign automatically, without writing any code, using Zoho Flow.
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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
- The flow triggers when a new contact is created in Wealthbox CRM.
- 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
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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.
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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.
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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
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