Integrate Wealthbox CRM with Autoklose
Send information between Wealthbox CRM and Autoklose automatically, without writing any code, using Zoho Flow.
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Add a new contact in Autoklose whenever a new contact is added in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Autoklose whenever 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 add a new contact in Autoklose.
Add a new contact in Autoklose whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Autoklose
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Supported triggers and actions
Integrate Wealthbox CRM and Autoklose 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
Email replied
Triggers when a user replies to the selected campaign email
Email opened
Triggers when an email of the selected campaign is opened
Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
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
Add campaign recipient
Adds a campaign recipient.
Add Contact
Add a new contact
Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
Remove campaign recipient
Removes a campaign recipient.
What is Autoklose?
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.
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