

Integrate Wealthbox CRM with Calley
Send information between Wealthbox CRM and Calley automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact in Calley when a new contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Calley for new contacts created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.


Create a new contact in Calley when a new contact is created in Wealthbox CRM
Wealthbox CRM + Calley


Add a new contact in Calley whenever a new contact is added in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Calley 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 adds a new contact or updates the details of an existing contact in Calley.


Add a new contact in Calley whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Calley

Build your own integrations between Wealthbox CRM and Calley
Connect Wealthbox CRM and Calley 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 Calley 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
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

Add or update contact
Adds a new contact or updates the details of an existing contact
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 Calley?
Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.
Similar apps
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 >