Integrate Wealthbox CRM with SpringEdge
Send information between Wealthbox CRM and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in SpringEdge when a new contact is created in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in SpringEdge 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 sends an SMS to the specified mobile number in SpringEdge.
Send a welcome email in SpringEdge when a new contact is created in Wealthbox CRM
Wealthbox CRM + SpringEdge
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Supported triggers and actions
Integrate Wealthbox CRM and SpringEdge 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
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
Send SMS
Sends an SMS to the specified mobile number
Send unicode SMS
Sends a unicode SMS to the specified recipient
Fetch delivery status
Fetches the delivery status of an SMS using message ID
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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What is SpringEdge?
SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.
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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.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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