Integrate Wealthbox CRM with ActiveDEMAND
Send information between Wealthbox CRM and ActiveDEMAND automatically, without writing any code, using Zoho Flow.
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Create a new contact in ActiveDEMAND when a new contact is created in Wealthbox CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in ActiveDEMAND 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 contact to the selected contact list in ActiveDEMAND.
Create a new contact in ActiveDEMAND when a new contact is created in Wealthbox CRM
Wealthbox CRM + ActiveDEMAND
Add a new contact in ActiveDEMAND whenever a new contact is added in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in ActiveDEMAND 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 contact in ActiveDEMAND.
Add a new contact in ActiveDEMAND whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ActiveDEMAND
Build your own integrations between Wealthbox CRM and ActiveDEMAND
Connect Wealthbox CRM and ActiveDEMAND with over 750+ 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 ActiveDEMAND 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 updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
History created
Triggers when a new history item 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 form entry
Creates a new web form entry
Add contact to contact list
Adds a contact to the selected contact list
Create history
Creates a new history item for the specified contact
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by email address
Remove contact from contact list
Removes a contact from the selected contact list
What is ActiveDEMAND?
ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
