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Integrate Wealthbox CRM with ConvergeHub
Send information between Wealthbox CRM and ConvergeHub automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in ConvergeHub each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in ConvergeHub each time 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 ConvergeHub.
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Generate a new contact in ConvergeHub each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ConvergeHub
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Build your own integrations between Wealthbox CRM and ConvergeHub
Connect Wealthbox CRM and ConvergeHub 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 ConvergeHub 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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New target
Triggers when a new target is created
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New account
Triggers when a new account is created
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New event
Triggers when a new event is created
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New contact
Triggers when new contact is created
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New lead
Triggers when a new lead is created
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 event
Creates a new event
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Create account
Creates a new account
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Create contact
Creates a new contact
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Create target
Creates a new target
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Create lead
Creates a new lead
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Update lead
Updates the details of an existing lead
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Fetch event
Fetches an existing event by ID
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Fetch target
Fetches an existing target by ID
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Fetch lead
Fetches an existing lead by ID
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Fetch account
Fetches an existing account by ID
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Fetch contact
Fetches an existing contact by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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