Integrate Wealthbox CRM with Aircall
Send information between Wealthbox CRM and Aircall automatically, without writing any code, using Zoho Flow.
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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.
Set up a new contact in Aircall when a contact is created in Wealthbox CRM
Wealthbox CRM + Aircall
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.
Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Aircall
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
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
Commented call
Triggers when a call is commented on by someone
Tagged call
Triggers when a call is tagged
Call ended
Triggers when a call ends
New contact
Triggers when a new contact is created
New inbound call
Triggers when there is a new inbound call
New missed call
Triggers when there is a new missed call
Assigned call
Triggers when a call is assigned to someone
Updated contact
Triggers when a contact is updated
New outbound call
Triggers when there is a new outbound call
New voicemail
Triggers when there is a new voicemail
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 tag
Creates a new tag
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update contact's phone number
Updates the phone number of an existing contact using its entry ID
Update contact's email address
Updates the email details of an existing contact using its entry ID
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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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
