Integrate Wealthbox CRM with ConvergeHub
Send information between Wealthbox CRM and ConvergeHub automatically, without writing any code, using Zoho Flow.
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Generate a new contact in ConvergeHub each time 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 ConvergeHub 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 ConvergeHub.
Generate a new contact in ConvergeHub each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ConvergeHub
Build your own integrations between Wealthbox CRM and ConvergeHub
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Supported triggers and actions
Integrate Wealthbox CRM and ConvergeHub 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
New contact
Triggers when new contact is created
New event
Triggers when a new event is created
New account
Triggers when a new account is created
New target
Triggers when a new target is created
New lead
Triggers when a new lead 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
Create event
Creates a new event
Create contact
Creates a new contact
Create account
Creates a new account
Create lead
Creates a new lead
Create target
Creates a new target
Update lead
Updates the details of an existing lead
Fetch event
Fetches an existing event by ID
Fetch account
Fetches an existing account by ID
Fetch contact
Fetches an existing contact by ID
Fetch target
Fetches an existing target by ID
Fetch lead
Fetches an existing lead by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
