Integrate Wealthbox CRM with ClickSend
Send information between Wealthbox CRM and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in ClickSend when 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 sends a new SMS in ClickSend.
Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM
Wealthbox CRM + ClickSend
Add a new contact in ClickSend when a new contact is added in Wealthbox CRM
Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a contact in ClickSend 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 ClickSend.
Add a new contact in ClickSend when a new contact is added in Wealthbox CRM
Wealthbox CRM + ClickSend
Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in ClickSend 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 creates a new contact in ClickSend.
Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ClickSend
Build your own integrations between Wealthbox CRM and ClickSend
Connect Wealthbox CRM and ClickSend with over 800+ 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 ClickSend 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
SMS received
Triggers when a new SMS is received
Contact added
Triggers when a new contact is added to the specified list
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 postcard
Sends a postcard through the post. The PDF is printed and delivered to any address globally.
Send MMS
Sends a new MMS
Send SMS
Sends a new SMS
Send email campaign
Sends a new email campaign
Send fax
Sends a new fax
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to any address globally.
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send voice message
Sends a text-to-speech message to a mobile phone or landline
Create contact list
Creates a new contact list
Create contact
Creates a new contact
Copy contact to list
Copies an existing contact from one list to another
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Fetch contact list
Fetches a contact list by name
Update contact
Updates the details of an existing contact by ID
Fetch email campaign
Fetches the details of an existing email campaign
Fetch contact
Fetches 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.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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