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Integrate Wealthbox CRM with SendGrid
Send information between Wealthbox CRM and SendGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in SendGrid whenever 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 SendGrid 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 new contact. Updates the details if it already exists. in SendGrid.
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Create a new contact in SendGrid whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + SendGrid
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Build your own integrations between Wealthbox CRM and SendGrid
Connect Wealthbox CRM and SendGrid 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 SendGrid 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 report generated
Triggers when a new email campaign report is generated
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Contact created
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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Create suppression group
Creates a new suppression group
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Send email
Sends an email to the specified recipients
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Create single send email
Creates a single send email and stores it in draft
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Add email address to suppression group
Adds the specified email address to the selected suppression group
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Add or update contact
Adds a new contact. Updates the details if it already exists.
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 SendGrid?
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.
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
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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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