Integrate Wealthbox CRM with Act! 365
Send information between Wealthbox CRM and Act! 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Act! 365 each time a new contact is created in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Act! 365 whenever 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 Act! 365.
Create a new contact is in Act! 365 each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Act! 365
Build your own integrations between Wealthbox CRM and Act! 365
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Supported triggers and actions
Integrate Wealthbox CRM and Act! 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow is created
Opportunity created
Triggers when a new opportunity is created
Contact created
Triggers when a new contact is created
To-do created
Triggers when a new to-do is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create to-do
Creates a new to-do
Fetch contact by email
Fetches the details of an existing contact by email address
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 Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
Similar apps
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.
Learn more >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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