Integrate Wealthbox CRM with Mautic
Send information between Wealthbox CRM and Mautic automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Mautic whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Mautic 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 in Mautic.
Add a new contact in Mautic whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Mautic
Build your own integrations between Wealthbox CRM and Mautic
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Supported triggers and actions
Integrate Wealthbox CRM and Mautic 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
Form entry submitted
Triggers when an entry is submitted for the selected form
Contact created
Triggers when a new contact is created
Page hit registered
Triggers when a landing page is visited by a contact
Updated contact
Triggers when any detail of an existing contact is updated
Contact points updated
Triggers when the score for a contact is updated
Email opened
Triggers when a contact views an email
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 contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch contact by email address
Fetches the details of an existing contact by email address
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 Mautic?
Mautic is an open-source marketing automation software that helps marketers personalize their communication and deliver the right message at the right time.
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
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
