Integrate Wealthbox CRM with Mautic

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

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Add a new contact in Mautic 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 add a new contact in Mautic whenever a new contact is added 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 Mautic.
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Add a new contact in Mautic whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + Mautic

Build your own integrations between Wealthbox CRM and Mautic

Connect Wealthbox CRM and Mautic 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 Mautic 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

Contact created

Triggers when a new contact is created

Page hit registered

Triggers when a landing page is visited by a contact

Updated contact

Triggers when any detail of an existing contact is updated

Email opened

Triggers when a contact views an email

Form entry submitted

Triggers when an entry is submitted for the selected form

Contact points updated

Triggers when the score for a contact is updated

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 the details of an existing contact

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact by email address

Fetches the details of an existing contact by email address

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 Mautic?

Mautic is an open-source marketing automation software that helps marketers personalize their communication and deliver the right message at the right time.

Marketing Automation

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

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