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Integrate Wealthbox CRM with Remarkety
Send information between Wealthbox CRM and Remarkety automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in Remarkety 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 add a new contact in Remarkety 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 adds a new email or SMS contact in Remarkety.
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Generate a new contact in Remarkety each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Remarkety
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Build your own integrations between Wealthbox CRM and Remarkety
Connect Wealthbox CRM and Remarkety 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 Remarkety 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
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
Adds a new email or SMS contact
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Unsubscribe contact
Unsubscribes a contact from the campaign using email address
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Fetch contact
Fetches the details of an existing contact using 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.
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What is Remarkety?
Remarkety is an ecommerce marketing automation solution. It lets you integrate your ecommerce data with social media and optimize your campaigns and budget as well.
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