Integrate Wealthbox CRM with SMSFactor
Send information between Wealthbox CRM and SMSFactor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in SMSFactor for newly created contacts in Wealthbox CRM
Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in SMSFactor 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 sends an SMS to only one recipient in SMSFactor.
Dispatch a welcome message in SMSFactor for newly created contacts in Wealthbox CRM
Wealthbox CRM + SMSFactor
Add a new contact in SMSFactor when a new contact is added in Wealthbox CRM
Keep your SMS messaging platform's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in SMSFactor 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 adds a contact to an existing list in SMSFactor.
Add a new contact in SMSFactor when a new contact is added in Wealthbox CRM
Wealthbox CRM + SMSFactor
Create a new contact in SMSFactor whenever a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in SMSFactor 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 contact to an existing list in SMSFactor.
Create a new contact in SMSFactor whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + SMSFactor
Build your own integrations between Wealthbox CRM and SMSFactor
Connect Wealthbox CRM and SMSFactor with over 800+ 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 SMSFactor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create event
Creates a new event
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create note
Creates a new note
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Add contact
Adds a contact to an existing list
Send SMS
Sends an SMS to only one recipient
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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Custom functions
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
