![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/sendmode.png)
Integrate Wealthbox CRM with Sendmode
Send information between Wealthbox CRM and Sendmode 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/sendmode.png)
Send a welcome email in Sendmode when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in Sendmode when 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 sends a text message to the specified phone number in Sendmode.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/sendmode.png)
Send a welcome email in Sendmode when a new contact is created in Wealthbox CRM
Wealthbox CRM + Sendmode
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/sendmode.png)
Set up a new contact in Sendmode when a contact is created in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Sendmode for new contacts created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new customer or updates the details of an existing customer in Sendmode.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/sendmode.png)
Set up a new contact in Sendmode when a contact is created in Wealthbox CRM
Wealthbox CRM + Sendmode
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Sendmode
Connect Wealthbox CRM and Sendmode 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 Sendmode 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/sendmode.png)
Delivery report status
Triggers when the status of a delivery report is received
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/sendmode.png)
Create or update customer
Creates a new customer or updates the details of an existing customer
![](https://flow-au-public.nimbuspop.com/flow-apps/sendmode.png)
Optout customer
Opts a customer out of your database lists
![](https://flow-au-public.nimbuspop.com/flow-apps/sendmode.png)
Send SMS
Sends a text message to the specified phone number
![](https://flow-au-public.nimbuspop.com/flow-apps/sendmode.png)
Get credits
Checks the remaining credits on the customer account
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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