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Integrate Wealthbox CRM with Twilio
Send information between Wealthbox CRM and Twilio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Send a greeting email in Twilio for a newly added 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 Twilio 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 a WhatsApp or SMS message to the listed numbers in Twilio.
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Send a greeting email in Twilio for a newly added contact in Wealthbox CRM
Wealthbox CRM + Twilio
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Build your own integrations between Wealthbox CRM and Twilio
Connect Wealthbox CRM and Twilio 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 Twilio 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
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SMS message received
Triggers when a new SMS message is received
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WhatsApp message received
Triggers when a new WhatsApp message from a customer is received
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SMS message sent or received
Triggers when a new SMS is sent or received
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 or WhatsApp message
Sends a WhatsApp or SMS message to the listed numbers
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Fetch message
Fetches the details of a message by its 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 Twilio?
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