Integrate Wealthbox CRM with ActiveTrail
Send information between Wealthbox CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
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Add a new contact in ActiveTrail whenever a new contact is added 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 ActiveTrail 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 ActiveTrail.
Add a new contact in ActiveTrail whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ActiveTrail
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Supported triggers and actions
Integrate Wealthbox CRM and ActiveTrail 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 event
Triggers when a new event is created
New note
Triggers when a new note 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
New workflow
Triggers when a new workflow is created
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Updated contact
Triggers when the details of an existing contact are updated
Contact added to group
Triggers when a contact is added to any group
Contact removed from group
Triggers when a contact is removed from any group
All Actions - Actions are the automated tasks
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Add contact to group
Adds a contact to the specified group
Fetch group
Fetches an existing group by name
Send SMS
Sends an SMS message to a specified number
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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 ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
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