Integrate Wealthbox CRM with Spot Hit
Send information between Wealthbox CRM and Spot Hit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Spot Hit for a recently created contact in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in Spot Hit 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 in Spot Hit.
Send a welcome email in Spot Hit for a recently created contact in Wealthbox CRM
Wealthbox CRM + Spot Hit
Create a new contact in Spot Hit when a new contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Spot Hit 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 Spot Hit.
Create a new contact in Spot Hit when a new contact is created in Wealthbox CRM
Wealthbox CRM + Spot Hit
Create a new contact in Spot Hit whenever a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Spot Hit 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 in Spot Hit.
Create a new contact in Spot Hit whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Spot Hit
Build your own integrations between Wealthbox CRM and Spot Hit
Connect Wealthbox CRM and Spot Hit 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 Spot Hit 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
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
Send email
Sends an email
Send SMS
Sends an SMS
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.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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