Integrate Wealthbox CRM with SpringEdge
Send information between Wealthbox CRM and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in SpringEdge when a new contact is created in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in SpringEdge 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 the specified mobile number in SpringEdge.
Send a welcome email in SpringEdge when a new contact is created in Wealthbox CRM
Wealthbox CRM + SpringEdge
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Supported triggers and actions
Integrate Wealthbox CRM and SpringEdge 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
Send unicode SMS
Sends a unicode SMS to the specified recipient
Send SMS
Sends an SMS to the specified mobile number
Fetch delivery status
Fetches the delivery status of an SMS using message ID
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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