Integrate Wealthbox CRM with Brevo
Send information between Wealthbox CRM and Brevo automatically, without writing any code, using Zoho Flow.
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Add a new contact in Brevo whenever a new contact is added in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Brevo 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 adds a new contact to the selected list in Brevo.
Add a new contact in Brevo whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Brevo
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Supported triggers and actions
Integrate Wealthbox CRM and Brevo 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 updated
Triggers when any detail of an existing contact is updated
Campaign created or updated
Triggers when a new campaign is created or an existing campaign is updated
Contact created
Triggers when a new contact is created
Contact created or updated
Triggers when a new contact is created or an existing contact is updated
Campaign updated
Triggers when an existing campaign is updated
Campaign created
Triggers when a new campaign is created
Contact added to list
Triggers when a contact is added to the selected list
Contact unsubscribed
Triggers when a contact unsubscribes from a campaign
Transactional events
Triggers when a transactional events occurs
Campaign events
Triggers when a campaign events occurs
Contact clicked on campaign
Triggers when a contact clicks on a campaign
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
Add contact
Adds a new contact to the selected list
Send transactional email
Sends a transactional email to the specified email address
Update contact
Updates the details of an existing contact using email address or subscriber ID
Fetch contact
Fetches the details of an existing contact by email address
Remove contacts from list
Removes the specified contacts from the selected list
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 Brevo?
Brevo is a marketing automation WordPress plugin that allows businesses to manage customer relationships across email, SMS, chat, and more.
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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
