Integrate Wealthbox CRM with Interseller

Send information between Wealthbox CRM and Interseller automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Interseller 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 log a new contact in Interseller whenever a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Interseller.
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Generate a new contact in Interseller each time a new contact is created in Wealthbox CRM

Wealthbox CRM + Interseller

Build your own integrations between Wealthbox CRM and Interseller

Connect Wealthbox CRM and Interseller 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 Interseller 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 contact

Triggers when a new contact is added to any of your campaigns

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 contact

Creates a new contact

Update contact

Updates an existing contact

Fetch contact

Fetches a contact by email

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.

CRM

What is Interseller?

Interseller is a lead sourcing platform that lets you verify email addresses and sync contacts. You can generate reports to track performance and schedule a customized sequence of emails.

Documents Files

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.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Technical Engineer, Master Liveaboards

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