Integrate Wealthbox CRM with ConvergeHub
Send information between Wealthbox CRM and ConvergeHub automatically, without writing any code, using Zoho Flow.
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Generate a new contact in ConvergeHub each time a new contact is created 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 ConvergeHub 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 ConvergeHub.
Generate a new contact in ConvergeHub each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ConvergeHub
Build your own integrations between Wealthbox CRM and ConvergeHub
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Supported triggers and actions
Integrate Wealthbox CRM and ConvergeHub 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
New event
Triggers when a new event is created
New target
Triggers when a new target is created
New lead
Triggers when a new lead is created
New account
Triggers when a new account is created
New contact
Triggers when new contact is created
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 account
Creates a new account
Create target
Creates a new target
Create contact
Creates a new contact
Create event
Creates a new event
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Fetch contact
Fetches an existing contact by ID
Fetch lead
Fetches an existing lead by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch target
Fetches an existing target by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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 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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
