Integrate Wealthbox CRM with Mailjet
Send information between Wealthbox CRM and Mailjet automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Mailjet 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 Mailjet 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 adds a contact to an existing list. Updates the details if it already exists. in Mailjet.
Generate a new contact in Mailjet each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Mailjet
Build your own integrations between Wealthbox CRM and Mailjet
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Supported triggers and actions
Integrate Wealthbox CRM and Mailjet 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
Contact subscribed
Triggers when a contact subscribes to the selected contact list
Email reported as spam
Triggers when an email you sent is reported as spam
Email blocked
Triggers when an email you sent is blocked
Email bounced
Triggers when an email cannot be delivered to the recipient
Email opened
Triggers when an email is opened
User unsubscribed
Triggers when a user unsubscribes from the selected contact list
Email sent
Triggers when an email is sent
Link in email clicked
Triggers when a link in your email is clicked
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
Add or update contact
Adds a contact to an existing list. Updates the details if it already exists.
Send plain text email
Sends an email with plain text
Unsubscribe contact
Unsubscribes a 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.
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What is Mailjet?
Mailjet is an email marketing tool with real-time monitoring and email statistics. You can compare campaigns, segment contact lists, and run multivariate testing.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
