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Integrate Ultimate Member with Wealthbox CRM
Send information between Ultimate Member and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Wealthbox CRM for each new form submission received via Ultimate Member
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new contact in Wealthbox CRM.
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Add a new contact in Wealthbox CRM for each new form submission received via Ultimate Member
Ultimate Member + Wealthbox CRM
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Build your own integrations between Ultimate Member and Wealthbox CRM
Connect Ultimate Member and Wealthbox CRM 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 Ultimate Member and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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User status changed
Triggers when the status of a user is updated
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User role changed
Triggers when the role of a user is updated
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User registered
Triggers when a user is registered
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User profile updated
Triggers when the details of a user profile is updated
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User account updated
Triggers when the details of a user account is updated
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New event
Triggers when a new event is created
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New note
Triggers when a new note is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
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Fetch user
Fetches the details of an existing user
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Update user status
Updates the status of an existing user
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create project
Creates a new project
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
What is Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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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 >