Integrate Wealthbox CRM with Calley
Send information between Wealthbox CRM and Calley automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Calley when a new contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Calley for new contacts 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 or updates the details of an existing contact in Calley.
Create a new contact in Calley when a new contact is created in Wealthbox CRM
Wealthbox CRM + Calley
Add a new contact in Calley whenever a new contact is added in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Calley 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 or updates the details of an existing contact in Calley.
Add a new contact in Calley whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Calley
Build your own integrations between Wealthbox CRM and Calley
Connect Wealthbox CRM and Calley 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 Calley 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
Add or update contact
Adds a new contact or updates the details of an existing 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.
Similar apps
What is Calley?
Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
