Integrate Wealthbox CRM with Ontraport
Send information between Wealthbox CRM and Ontraport automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Ontraport 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 generate a new contact in Ontraport 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. Updates the details in case the contact already exists. in Ontraport.
Generate a new contact in Ontraport each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Ontraport
Build your own integrations between Wealthbox CRM and Ontraport
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Supported triggers and actions
Integrate Wealthbox CRM and Ontraport 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 added
Triggers when a new contact is added
Tag added
Triggers when the selected tag is added to a contact
Tag removed
Triggers when the selected tag is removed for a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
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 or update contact
Creates a new contact. Updates the details in case the contact already exists.
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 Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
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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 >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
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Technical Engineer, Master Liveaboards
