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Integrate Wealthbox CRM with sms77
Send information between Wealthbox CRM and sms77 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Send a welcome email in sms77 when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in sms77 when 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 sends an SMS the specified phone numbers in sms77.
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Send a welcome email in sms77 when a new contact is created in Wealthbox CRM
Wealthbox CRM + sms77
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Create a new contact in sms77 when a new contact is created in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in sms77 for new contacts 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 sms77.
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Create a new contact in sms77 when a new contact is created in Wealthbox CRM
Wealthbox CRM + sms77
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Generate a new contact in sms77 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 add a new contact in sms77 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 creates a new contact in sms77.
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Generate a new contact in sms77 each time a new contact is created in Wealthbox CRM
Wealthbox CRM + sms77
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Build your own integrations between Wealthbox CRM and sms77
Connect Wealthbox CRM and sms77 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 sms77 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
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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Send SMS
Sends an SMS the specified phone numbers
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Create contact
Creates a new contact
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Update contact
Updates the details of an existing contact
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Find home location register
Finds information regarding the home location register (HLR) for the specified phone number
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Find phone number format
Finds the national and international format the specified mobile phone number
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Find mobile number portability
Finds information regarding mobile number portability (MNP) for the specified phone number
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Find caller name
Finds the caller name (CNAM) of the specified 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 sms77?
sms77 is a professional messaging service for companies to send and receive messages worldwide.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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