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Integrate Wealthbox CRM with Autoklose
Send information between Wealthbox CRM and Autoklose automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Autoklose whenever a new contact is added in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Autoklose whenever 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 add a new contact in Autoklose.
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Add a new contact in Autoklose whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Autoklose
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Build your own integrations between Wealthbox CRM and Autoklose
Connect Wealthbox CRM and Autoklose with over 850+ 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 Autoklose using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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Email replied
Triggers when a user replies to the selected campaign email
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Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
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Email opened
Triggers when an email of the selected campaign is opened
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create event
Creates a new event
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create note
Creates a new note
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Add Contact
Add a new contact
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Add campaign recipient
Adds a campaign recipient.
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Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
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Remove campaign recipient
Removes a campaign recipient.
What is Autoklose?
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.
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Webhook triggers
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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.
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