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Integrate Wealthbox CRM with ClickSend
Send information between Wealthbox CRM and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in ClickSend when 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 sends a new SMS in ClickSend.
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Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM
Wealthbox CRM + ClickSend
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Add a new contact in ClickSend when a new contact is added in Wealthbox CRM
Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a contact in ClickSend every time a 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 ClickSend.
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Add a new contact in ClickSend when a new contact is added in Wealthbox CRM
Wealthbox CRM + ClickSend
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Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in ClickSend whenever a new contact is added 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 ClickSend.
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Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ClickSend
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Build your own integrations between Wealthbox CRM and ClickSend
Connect Wealthbox CRM and ClickSend 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 ClickSend 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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Contact added
Triggers when a new contact is added to the specified list
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SMS received
Triggers when a new SMS is received
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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Send SMS
Sends a new SMS
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Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
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Create contact
Creates a new contact
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Send SMS to contact list
Sends a new SMS to the selected list of contacts
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Send MMS
Sends a new MMS
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Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
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Send email campaign
Sends a new email campaign
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Send voice message
Sends a text-to-speech message to a mobile phone or landline number
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Send fax
Sends a new fax
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Create contact list
Creates a new contact list
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Fetch contact list
Fetches a contact list by name
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Update contact list
Updates the details of an existing contact list
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Copy contact to list
Copies an existing contact from one list to another
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Update contact
Updates the details of an existing contact by ID
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Transfer contact to list
Moves an existing contact from one list to another
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Fetch email campaign
Fetches the details of an existing email campaign
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Fetch contact
Fetches the details of an existing contact
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 ClickSend?
ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.
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 >