

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


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.


Add a new contact in Brevo whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Brevo

Build your own integrations between Wealthbox CRM and Brevo
Connect Wealthbox CRM and Brevo 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 Brevo 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

Transactional events
Triggers when a transactional events occurs

Campaign events
Triggers when a campaign events occurs

Campaign updated
Triggers when an existing campaign is updated

Contact clicked on campaign
Triggers when a contact clicks on a campaign

Campaign created
Triggers when a new campaign is created

Contact added to list
Triggers when a contact is added to the selected list

Contact created
Triggers when a new contact is created

Contact created or updated
Triggers when a new contact is created or an existing contact is updated

Contact unsubscribed
Triggers when a contact unsubscribes from a campaign

Contact updated
Triggers when any detail of an existing contact is updated

Campaign created or updated
Triggers when a new campaign is created or an existing campaign is updated
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

Send transactional email
Sends a transactional email to the specified email address

Add contact
Adds a new contact to the selected list

Update contact
Updates the details of an existing contact using email address or subscriber ID

Fetch contact
Fetches the details of an existing contact by email address

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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >