Integrate Wealthbox CRM with ZappHub
Send information between Wealthbox CRM and ZappHub automatically, without writing any code, using Zoho Flow.
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Create a new contact is in ZappHub 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 ZappHub 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 creates a new user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
Create a new contact is in ZappHub each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ZappHub
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Supported triggers and actions
Integrate Wealthbox CRM and ZappHub 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
Message sent or received
Triggers when a new message is sent or received
Message delivered
Triggers when a message is delivered successfully
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
Create contact
Creates a new user contact in the internal contacts agenda of the WhatsApp device connected
Create agent
Creates a new chat agent for the current device
Add participants to group
Adds the specified participants to an existing group using their phone numbers
Send message
Sends a new text message to the specified phone number, group, or broadcast list.
Remove participant from group
Removes the specified participants from an existing group by phone number
Revoke group invite
Revokes the specified group invite code
Update contact
Updates the details of an existing contact using WhatsApp contact ID
Fetch contact
Fetches the details of an existing contact using WhatsApp ID or phone number
Fetch group invite code
Fetches the invite URL for an existing group
Validate phone number
Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.
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 ZappHub?
ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.
Similar apps
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
