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Integrate Wealthbox CRM with Mixmax
Send information between Wealthbox CRM and Mixmax automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in Mixmax each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Mixmax 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 creates or updates a contact in the selected contact group in Mixmax.
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Generate a new contact in Mixmax each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Mixmax
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Build your own integrations between Wealthbox CRM and Mixmax
Connect Wealthbox CRM and Mixmax with over 850+ 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 Mixmax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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New contact
Triggers when a new contact is created
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New live feed message
Triggers when there is a new message in the live feed
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Note added to contact
Triggers when a new note is added to the selected contact
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create event
Creates a new event
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create note
Creates a new note
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Add contact to group
Adds a contact to the selected contact group
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Create or update contact
Creates or updates a contact in the selected contact group
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Add note to contact
Adds a note to the selected contact
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Remove contact from group
Removes an existing contact from the selected contact group
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 Mixmax?
Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.
Similar apps
Build comprehensive workflows using
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Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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