Integrate Wealthbox CRM with ActiveTrail
Send information between Wealthbox CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
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Add a new contact in ActiveTrail whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ActiveTrail 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 ActiveTrail.
Add a new contact in ActiveTrail whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ActiveTrail
Build your own integrations between Wealthbox CRM and ActiveTrail
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Supported triggers and actions
Integrate Wealthbox CRM and ActiveTrail 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
Contact added to group
Triggers when a contact is added to any group
Contact removed from group
Triggers when a contact is removed from any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Updated contact
Triggers when the details of an existing contact are updated
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
Send SMS
Sends an SMS message to a specified number
Create contact
Creates a new contact
Add contact to group
Adds a contact to the specified group
Fetch group
Fetches an existing group by name
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
