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Integrate Wealthbox CRM with CallHub
Send information between Wealthbox CRM and CallHub automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a contact in CallHub each time a contact is created in Wealthbox CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in CallHub every time a contact is created 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 CallHub.
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Create a contact in CallHub each time a contact is created in Wealthbox CRM
Wealthbox CRM + CallHub
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Create a new contact is in CallHub each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in CallHub 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 creates a new contact in CallHub.
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Create a new contact is in CallHub each time a new contact is created in Wealthbox CRM
Wealthbox CRM + CallHub
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Build your own integrations between Wealthbox CRM and CallHub
Connect Wealthbox CRM and CallHub 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 CallHub 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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Note added
Triggers when a new note is added
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Agent activated
Triggers when an agent activates their account in your account to make calls
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Text message received
Triggers when a new text message is received for an SMS campaign
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Transfer digit pressed
Triggers when the transfer digit is pressed for any voice broadcast campaign
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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Create agent
Creates a new agent
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Create contact
Creates a new 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 CallHub?
CallHub is a voice and SMS service. You can recruit volunteers, use patch-through calls, and run informed campaigns.
Similar apps
Build comprehensive workflows using
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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