Integrate Wealthbox CRM with BulkGate
Send information between Wealthbox CRM and BulkGate automatically, without writing any code, using Zoho Flow.
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Send a welcome email in BulkGate for a recently created contact in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This workflow ensures that a welcome email is sent in BulkGate 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 sends SMS message to the specified phone number in BulkGate.
Send a welcome email in BulkGate for a recently created contact in Wealthbox CRM
Wealthbox CRM + BulkGate
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Supported triggers and actions
Integrate Wealthbox CRM and BulkGate 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
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 promotional SMS
Send SMS messages to contacts saved in groups
Send notification SMS
Sends SMS message to the specified phone number
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 BulkGate?
BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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
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CEO, Lakeside CNC Group
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
