

Integrate Wealthbox CRM with Zoho Campaigns
Send information between Wealthbox CRM and Zoho Campaigns automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact in Zoho Campaigns whenever 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 Zoho Campaigns 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 adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.


Create a new contact in Zoho Campaigns whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Zoho Campaigns

Build your own integrations between Wealthbox CRM and Zoho Campaigns
Connect Wealthbox CRM and Zoho Campaigns 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 Zoho Campaigns 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 unsubscribed from list
Triggers when a contact is unsubscribed from the selected list

Subscriber added to list
Triggers when a subscriber is added to the selected list

Campaign failed
Triggers when a campaign is paused, stopped, or cancelled

Campaign created
Triggers when a new campaign is created

Campaign sent
Triggers when a campaign is successfully sent
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 tag
Creates a new tag

Clone campaign
Creates a copy of an existing campaign

Add contact to list
Adds a new contact to the specified list

Create list
Creates a list with the specified emails

Add contact to workflow
Adds a contact to the selected workflow

Send campaign
Sends the selected campaign

Add or update contact
Adds a contact to an existing list. Updates the details of the contact if it already exists.

Tag contact
Tags the specified contact

Update list
Updates the details of an existing list

Move contact to do-not-mail list
Moves the specified contact to the do-not-mail list

Associate list to campaign
Associates an existing list to the selected campaign

Untag contact
Untags the specified contact

Fetch campaign report
Fetches the report for the specified campaign

Fetch contact
Fetches the details of an existing contact

Fetch contact from list
Fetches the details of a contact by email address

Unsubscribe contact
Removes the specified contact from an existing 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.
Similar apps
What is Zoho Campaigns?
Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >