![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Integrate Wealthbox CRM with Ringover
Send information between Wealthbox CRM and Ringover automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Create a new contact in Ringover when a new contact is created in Wealthbox CRM
Keep your cloud communication solution's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Ringover for every new contact created 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 Ringover.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Create a new contact in Ringover when a new contact is created in Wealthbox CRM
Wealthbox CRM + Ringover
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Add a new contact in Ringover 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 log a new contact in Ringover whenever 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 a new contact in Ringover.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Add a new contact in Ringover whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Ringover
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Ringover
Connect Wealthbox CRM and Ringover with over 750+ 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 Ringover using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Contact event occurred
Triggers when a new contact event has occurred
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Comment updated
Triggers when a comment is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Voicemail available
Triggers when a new voicemail is available
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Call received
Triggers when a new call is received
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Voicemail received
Triggers when a new voicemail is received
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Call missed
Triggers when an incoming call is missed
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Call hung up
Triggers when you hang up a call
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Tag updated
Triggers when the details of an existing tag are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Call answered
Triggers when a call is answered
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Blacklist number
Adds the specified phone number to your team's blacklist
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Update phone number
Updates the phone number of the specified contact
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Update contact
Updates the details of an existing contact by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Fetch contact
Fetches the details of an existing contact
![](https://flow-au-public.nimbuspop.com/flow-apps/ringover.png)
Remove from blacklist
Removes the specified number from your blacklist
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 Ringover?
Ringover is a cloud communication solution, integrating business telephony, call center, SMS and instant messaging, focused on team productivity and configurable directly by managers
Similar apps
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