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Integrate Wealthbox CRM with Autopilot
Send information between Wealthbox CRM and Autopilot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in Autopilot each time a new contact is created 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 Autopilot 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 Autopilot.
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Generate a new contact in Autopilot each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Autopilot
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Build your own integrations between Wealthbox CRM and Autopilot
Connect Wealthbox CRM and Autopilot 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 Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New note
Triggers when a new note is created
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Completed task
Triggers when a task is completed
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New task
Triggers when a new task is created
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New event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New comment
Triggers when a new comment is created
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New opportunity
Triggers when a new opportunity is created
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New project
Triggers when a new project is created
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New workflow
Triggers when a new workflow is created
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Contact unsubscribed
Triggers when a contact unsubscribes
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Contact added to list
Triggers when a contact is added to the selected list
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Contact removed from list
Triggers when a contact is removed from the selected list
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New contact
Triggers when a new contact is added
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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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 task
Creates a new task
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Create note
Creates a new note
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Create event
Creates a new event
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Fetch contact
Fetches a contact by email
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Add contact to list
Creates a new contact and adds it to the selected list
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Create contact
Creates a new contact
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Fetch contact
Fetches the details of an existing contact by its email address or contact ID
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Unsubscribe contact
Unsubscribes the selected contact from all emails
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Delete contact
Deletes the selected contact
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 Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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