![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
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
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Set up a new contact in Aircall when a contact is created in Wealthbox CRM
Wealthbox CRM + Aircall
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Aircall
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Aircall
Connect Wealthbox CRM and Aircall 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 Aircall using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Assigned call
Triggers when a call is assigned to someone
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
New missed call
Triggers when there is a new missed call
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
New inbound call
Triggers when there is a new inbound call
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Tagged call
Triggers when a call is tagged
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
New outbound call
Triggers when there is a new outbound call
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Commented call
Triggers when a call is commented on by someone
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Updated contact
Triggers when a contact is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Call ended
Triggers when a call ends
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
New voicemail
Triggers when there is a new voicemail
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Create tag
Creates a new tag
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Update contact's email address
Updates the email details of an existing contact using its entry ID
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Update contact's phone number
Updates the phone number of an existing contact using its entry ID
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Update contact
Updates the details of an existing contact
![](https://flow-au-public.nimbuspop.com/flow-apps/aircall.png)
Fetch contact
Fetches the details of an existing contact by ID, phone number, or email address
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.
Similar apps
What is Aircall?
Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more.
Similar apps
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