![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/constant_contact.png)
Integrate Wealthbox CRM with Constant Contact
Send information between Wealthbox CRM and Constant Contact 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/constant_contact.png)
Create a new contact in Constant Contact whenever a new contact is created 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 Constant Contact 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 the selected list in Constant Contact.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/constant_contact.png)
Create a new contact in Constant Contact whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Constant Contact
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Constant Contact
Connect Wealthbox CRM and Constant Contact 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 Constant Contact 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/constant_contact.png)
New List
Triggers when a new list is created
![](https://flow-au-public.nimbuspop.com/flow-apps/constant_contact.png)
New Contact
Triggers when a new contact is added to your account
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/constant_contact.png)
Create Contact
Creates a new contact in the selected list
![](https://flow-au-public.nimbuspop.com/flow-apps/constant_contact.png)
Fetch Contact
Fetches a contact by email
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 Constant Contact?
Constant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own.
Similar apps
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