Integrate Wealthbox CRM with Aircall
Send information between Wealthbox CRM and Aircall automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new contact in Aircall when a contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Aircall for new contacts created 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 Aircall.
Set up a new contact in Aircall when a contact is created in Wealthbox CRM
Wealthbox CRM + Aircall
Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Aircall each time a new contact is created 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 Aircall.
Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Aircall
Build your own integrations between Wealthbox CRM and Aircall
Connect Wealthbox CRM and Aircall 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 Aircall 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
Assigned call
Triggers when a call is assigned to someone
New missed call
Triggers when there is a new missed call
New inbound call
Triggers when there is a new inbound call
Tagged call
Triggers when a call is tagged
New contact
Triggers when a new contact is created
New outbound call
Triggers when there is a new outbound call
Commented call
Triggers when a call is commented on by someone
Updated contact
Triggers when a contact is updated
Call ended
Triggers when a call ends
New voicemail
Triggers when there is a new voicemail
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 contact
Creates a new contact
Create tag
Creates a new tag
Update contact's email address
Updates the email details of an existing contact using its entry ID
Update contact's phone number
Updates the phone number of an existing contact using its entry ID
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by ID, phone number, or email address
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 >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
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
Toto
Technical Engineer, Master Liveaboards
