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Integrate Wealthbox CRM with EngageBay
Send information between Wealthbox CRM and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in EngageBay whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in EngageBay 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 creates a new contact in EngageBay.
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Add a new contact in EngageBay whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + EngageBay
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Build your own integrations between Wealthbox CRM and EngageBay
Connect Wealthbox CRM and EngageBay 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 EngageBay 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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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Deal created
Triggers when a new deal is created
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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Create contact
Creates a new contact
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Create event
Creates a new event
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create task
Creates a new task
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Update contact
Updates the details of an existing contact
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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.
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What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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