Integrate Wealthbox CRM with EZ Texting
Send information between Wealthbox CRM and EZ Texting automatically, without writing any code, using Zoho Flow.
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Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in EZ Texting 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 a new text message in EZ Texting.
Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM
Wealthbox CRM + EZ Texting
Create a contact in EZ Texting each time a contact is created in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in EZ Texting for every new contact 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 EZ Texting.
Create a contact in EZ Texting each time a contact is created in Wealthbox CRM
Wealthbox CRM + EZ Texting
Add a new contact in EZ Texting whenever a new contact is added in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in EZ Texting 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 EZ Texting.
Add a new contact in EZ Texting whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + EZ Texting
Build your own integrations between Wealthbox CRM and EZ Texting
Connect Wealthbox CRM and EZ Texting 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 EZ Texting 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
New contact
Triggers when a new contact is created
New message
Triggers when a new message is received
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
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch delivery report
Fetches the delivery report of the specified message
Move message to folder
Moves a message to the selected folder
Send SMS
Sends a new text message
Fetch contact
Fetches an existing contact by email, phone number, or both
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 EZ Texting?
EZ Texting is a text marketing platform. You can schedule reminders, send messages to mobile and non-mobile numbers, and track spikes in engagement.
Similar apps
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
