Integrate Wealthbox CRM with VBOUT

Send information between Wealthbox CRM and VBOUT automatically, without writing any code, using Zoho Flow.

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Create a new contact is in VBOUT each time a new contact is created in Wealthbox CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in VBOUT whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow adds a contact to the selected list in VBOUT.
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Create a new contact is in VBOUT each time a new contact is created in Wealthbox CRM

Wealthbox CRM + VBOUT

Build your own integrations between Wealthbox CRM and VBOUT

Connect Wealthbox CRM and VBOUT 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 VBOUT 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

Contact added

Triggers when a new contact is added

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 the selected list

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using email address or contact ID

Unsubscribe contact

Unsubscribes an existing contact from the selected list

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.

CRM

What is VBOUT?

VBOUT is a marketing application which helps you optimize the customer journey with email marketing, social media and lead intelligence tools.

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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