Integrate Wealthbox CRM with Aircall

Send information between Wealthbox CRM and Aircall automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Set up a new contact in Aircall when a contact is created in Wealthbox CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Aircall for new contacts created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Aircall.
+

Set up a new contact in Aircall when a contact is created in Wealthbox CRM

Wealthbox CRM + Aircall

[esc]

Add a new contact in Aircall 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 create a new contact is in Aircall each time a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Aircall.
+

Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + Aircall

Build your own integrations between Wealthbox CRM and Aircall

Connect Wealthbox CRM and Aircall with over 850+ 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 Aircall 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

Updated contact

Triggers when a contact is updated

New outbound call

Triggers when there is a new outbound call

New voicemail

Triggers when there is a new voicemail

Commented call

Triggers when a call is commented on by someone

Tagged call

Triggers when a call is tagged

Call ended

Triggers when a call ends

New contact

Triggers when a new contact is created

New inbound call

Triggers when there is a new inbound call

New missed call

Triggers when there is a new missed call

Assigned call

Triggers when a call is assigned to someone

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 tag

Creates a new tag

Update contact

Updates the details of an existing contact

Update contact's phone number

Updates the phone number of an existing contact using its entry ID

Update contact's email address

Updates the email details of an existing contact using its entry ID

Fetch contact

Fetches the details of an existing contact by ID, phone number, or 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.

CRM

What is Aircall?

Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more.

Phone/SMS

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY