Integrate Wealthbox CRM with Cequens
Send information between Wealthbox CRM and Cequens automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Cequens for a recently created contact in Wealthbox CRM
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Cequens 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 an SMS message to the specified recipients in Cequens.
Send a welcome email in Cequens for a recently created contact in Wealthbox CRM
Wealthbox CRM + Cequens
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Supported triggers and actions
Integrate Wealthbox CRM and Cequens 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 SMS to group
Sends an SMS message to an existing group
Send SMS
Sends an SMS message to the specified recipients
What is Cequens?
Cequens is a communication platform provider in the Middle East and Africa region that provides omni-channel communication APIs to help enterprises communicate with their customer base worldwide.
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Custom functions
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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
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CEO, Lakeside CNC Group
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
