![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Integrate Autopilot with Wealthbox CRM
Send information between Autopilot and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Generate a new contact in Autopilot 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 Autopilot 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 contact in Autopilot.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Generate a new contact in Autopilot each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Autopilot
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Autopilot and Wealthbox CRM
Connect Autopilot and Wealthbox CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Autopilot and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Contact added to list
Triggers when a contact is added to the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Contact removed from list
Triggers when a contact is removed from the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
New contact
Triggers when a new contact is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Contact unsubscribed
Triggers when a contact unsubscribes
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Add contact to list
Creates a new contact and adds it to the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Delete contact
Deletes the selected contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/autopilot.png)
Unsubscribe contact
Unsubscribes the selected contact from all emails
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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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