Integrate Wealthbox CRM with EZ Texting

Send information between Wealthbox CRM and EZ Texting automatically, without writing any code, using Zoho Flow.

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Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM

Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in EZ Texting whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow sends a new text message in EZ Texting.
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Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM

Wealthbox CRM + EZ Texting

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Create a contact in EZ Texting each time a contact is created in Wealthbox CRM

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in EZ Texting for every new contact created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in EZ Texting.
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Create a contact in EZ Texting each time a contact is created in Wealthbox CRM

Wealthbox CRM + EZ Texting

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Add a new contact in EZ Texting 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 EZ Texting whenever a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in EZ Texting.
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Add a new contact in EZ Texting whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + EZ Texting

Build your own integrations between Wealthbox CRM and EZ Texting

Connect Wealthbox CRM and EZ Texting 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 EZ Texting 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 message

Triggers when a new message is received

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

Move message to folder

Moves a message to the selected folder

Send SMS

Sends a new text message

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch delivery report

Fetches the delivery report of the specified message

Fetch contact

Fetches an existing contact by email, phone number, or both

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.

CRM

What is EZ Texting?

EZ Texting is a text marketing platform. You can schedule reminders, send messages to mobile and non-mobile numbers, and track spikes in engagement.

Phone/SMS

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.

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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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