Integrate Wealthbox CRM with ExpressPigeon
Send information between Wealthbox CRM and ExpressPigeon automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in ExpressPigeon each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in ExpressPigeon whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact. Updates the details of the contact if it already exists. in ExpressPigeon.
Create a new contact is in ExpressPigeon each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ExpressPigeon
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Supported triggers and actions
Integrate Wealthbox CRM and ExpressPigeon 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
Email unsubscribed by contact
Triggers when a contact unsubscribes from an email campaign
Email opened
Triggers when a campaign email is opened
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 or update contact
Creates a new contact. Updates the details of the contact if it already exists.
Send transactional email
Sends an email using an existing template
Fetch contact
Fetches the details of an existing contact by email address
Remove contact from list
Removes the specified contact from the selected list
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 ExpressPigeon?
ExpressPigeon is an email marketing and transactional email platform. It lets you create email newsletters, perform engagement-based list segmentation, and more.
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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.
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
