Integrate Wealthbox CRM with Brevo
Send information between Wealthbox CRM and Brevo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 Brevo?
Brevo is a marketing automation WordPress plugin that allows businesses to manage customer relationships across email, SMS, chat, and more.
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Owain ap Rees
Sales Director, Artico
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
