![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Integrate Wealthbox CRM with Brevo
Send information between Wealthbox CRM and Brevo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Add a new contact in Brevo 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 Brevo 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 adds a new contact to the selected list in Brevo.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Add a new contact in Brevo whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Brevo
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Brevo
Connect Wealthbox CRM and Brevo with over 750+ 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 Brevo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Transactional events
Triggers when a transactional events occurs
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Campaign events
Triggers when a campaign events occurs
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Campaign updated
Triggers when an existing campaign is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Contact clicked on campaign
Triggers when a contact clicks on a campaign
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Campaign created
Triggers when a new campaign is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Contact added to list
Triggers when a contact is added to the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Contact created
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Contact created or updated
Triggers when a new contact is created or an existing contact is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Contact unsubscribed
Triggers when a contact unsubscribes from a campaign
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Contact updated
Triggers when any detail of an existing contact is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Campaign created or updated
Triggers when a new campaign is created or an existing campaign is updated
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Send transactional email
Sends a transactional email to the specified email address
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Add contact
Adds a new contact to the selected list
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Update contact
Updates the details of an existing contact using email address or subscriber ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Fetch contact
Fetches the details of an existing contact by email address
![](https://flow-ca-public.nimbuspop.com/flow-apps/brevo.png)
Remove contacts from list
Removes the specified contacts from the selected list
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 Brevo?
Brevo is a marketing automation WordPress plugin that allows businesses to manage customer relationships across email, SMS, chat, and more.
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