Integrate Wealthbox CRM with CallHub
Send information between Wealthbox CRM and CallHub automatically, without writing any code, using Zoho Flow.
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Create a contact in CallHub each time a contact is created in Wealthbox CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in CallHub every time a 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 CallHub.
Create a contact in CallHub each time a contact is created in Wealthbox CRM
Wealthbox CRM + CallHub
Create a new contact is in CallHub each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in CallHub 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 creates a new contact in CallHub.
Create a new contact is in CallHub each time a new contact is created in Wealthbox CRM
Wealthbox CRM + CallHub
Build your own integrations between Wealthbox CRM and CallHub
Connect Wealthbox CRM and CallHub 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 CallHub 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
Note added
Triggers when a new note is added
Agent activated
Triggers when an agent activates their account in your account to make calls
Text message received
Triggers when a new text message is received for an SMS campaign
Transfer digit pressed
Triggers when the transfer digit is pressed for any voice broadcast campaign
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 agent
Creates a new agent
Create contact
Creates a new 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 CallHub?
CallHub is a voice and SMS service. You can recruit volunteers, use patch-through calls, and run informed campaigns.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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