Integrate Wealthbox CRM with ExpressPigeon

Send information between Wealthbox CRM and ExpressPigeon automatically, without writing any code, using Zoho Flow.

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Create a new contact is in ExpressPigeon 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 ExpressPigeon whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact. Updates the details of the contact if it already exists. in ExpressPigeon.
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Create a new contact is in ExpressPigeon each time a new contact is created in Wealthbox CRM

Wealthbox CRM + ExpressPigeon

Build your own integrations between Wealthbox CRM and ExpressPigeon

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Supported triggers and actions

Integrate Wealthbox CRM and ExpressPigeon 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

Email unsubscribed by contact

Triggers when a contact unsubscribes from an email campaign

Email opened

Triggers when a campaign email is opened

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 transactional email

Sends an email using an existing template

Create or update contact

Creates a new contact. Updates the details of the contact if it already exists.

Fetch contact

Fetches the details of an existing contact by email address

Remove contact from list

Removes the specified contact from the selected list

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.

CRM

What is ExpressPigeon?

ExpressPigeon is an email marketing and transactional email platform. It lets you create email newsletters, perform engagement-based list segmentation, and more.

Marketing Automation

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.

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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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