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Integrate Wealthbox CRM with Upsales
Send information between Wealthbox CRM and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in Upsales each time 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 Upsales 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 Upsales.
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Generate a new contact in Upsales each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Upsales
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Build your own integrations between Wealthbox CRM and Upsales
Connect Wealthbox CRM and Upsales 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 Upsales 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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Contact created
Triggers when a new contact is created
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Event created
Triggers when a new event is created
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Order created
Triggers when a new order is created
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Opportunity created
Triggers when a new opportunity is created
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Appointment created
Triggers when a new appointment is created
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User created
Triggers when a new user is created
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Company created
Triggers when a new company is created
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Product created
Triggers when a new product is created
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Activity created
Triggers when a new activity 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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Create contact
Creates a new contact
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Create activity
Creates a new activity
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Create order
Creates a new order
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Create product
Creates a new product
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Create company
Creates a new company
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Create appointment
Creates a new appointment
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 Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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