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Integrate Wealthbox CRM with Aircall
Send information between Wealthbox CRM and Aircall automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new contact in Aircall when a contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Aircall for new contacts created 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 Aircall.
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Set up a new contact in Aircall when a contact is created in Wealthbox CRM
Wealthbox CRM + Aircall
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Add a new contact in Aircall 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 create a new contact is in Aircall each time a new contact is created 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 Aircall.
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Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Aircall
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Build your own integrations between Wealthbox CRM and Aircall
Connect Wealthbox CRM and Aircall 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 Wealthbox CRM and Aircall using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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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
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Commented call
Triggers when a call is commented on by someone
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Tagged call
Triggers when a call is tagged
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Call ended
Triggers when a call ends
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New contact
Triggers when a new contact is created
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New inbound call
Triggers when there is a new inbound call
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New missed call
Triggers when there is a new missed call
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Assigned call
Triggers when a call is assigned to someone
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Updated contact
Triggers when a contact is updated
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New outbound call
Triggers when there is a new outbound call
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New voicemail
Triggers when there is a new voicemail
All Actions - Actions are the automated tasks
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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
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Create tag
Creates a new tag
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Create contact
Creates a new contact
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Update contact
Updates the details of an existing contact
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Update contact's phone number
Updates the phone number of an existing contact using its entry ID
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Update contact's email address
Updates the email details of an existing contact using its entry ID
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Fetch contact
Fetches the details of an existing contact by ID, phone number, or email address
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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