![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Integrate Wealthbox CRM with Mailify
Send information between Wealthbox CRM and Mailify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Create a new contact in Mailify whenever 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 Mailify 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 adds a new recipient in the specified campaign in Mailify.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Create a new contact in Mailify whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Mailify
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Mailify
Connect Wealthbox CRM and Mailify 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 Mailify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Email link clicked
Triggers when a recipient clicks a pre-specified link in your campaign
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Email hard bounced
Triggers when an email is bounced (hard)
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Email delivered
Triggers when an email is delivered to a recipient
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Email reported
Triggers when a recipient reports an email from your campaign
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Contact created
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Email opened
Triggers when a recipient opens an email
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Email unsubscribed
Triggers when an existing subscriber unsubscribes from your campaign list
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
List created
Triggers when a new list is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Email soft bounced
Triggers when an email is bounced (soft)
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Create list
Creates a new list
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Add recipient
Adds a new recipient in the specified campaign
![](https://flow-ca-public.nimbuspop.com/flow-apps/mailify.png)
Fetch contact
Fetches the details of a contact using email address or phone number
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 Mailify?
Mailify is an email and SMS marketing automation solution designed for individuals and SMEs. It provides features such as AB testing, chatbot for web pages, autoresponders, contact management, and more.
Similar apps
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