Integrate Wealthbox CRM with GetResponse

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

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Create a new contact in GetResponse whenever a new contact is created in Wealthbox CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in GetResponse each time 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 GetResponse.
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Create a new contact in GetResponse whenever a new contact is created in Wealthbox CRM

Wealthbox CRM + GetResponse

Build your own integrations between Wealthbox CRM and GetResponse

Connect Wealthbox CRM and GetResponse 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 GetResponse 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 list

Triggers when a new list is created

New autoresponder

Triggers when a new autoresponder is created

New newsletter

Triggers when a new newsletter is created

New form

Triggers when a new form is created

New contact

Triggers when a new contact is created

New landing page

Triggers when a new landing page 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

Update contact

Updates an existing contact

Create tag

Creates a new tag

Create contact

Creates a new contact

Create newsletter

Creates a new newsletter

Fetch tag by name

Fetches a tag by name

Fetch list

Fetches the details of an existing list by name

Fetch contact - By ID

Fetches the details of an existing contact by ID

Remove contact

Removes specified contact

Fetch contact - By email

Fetches the details of an existing 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.

CRM

What is GetResponse?

GetResponse is an email marketing tool that lets you create landing pages, maintain updated contact lists, and analyze the activity patterns of your audience.

Marketing Automation

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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