Integrate Wealthbox CRM with FireText
Send information between Wealthbox CRM and FireText automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in FireText for a newly added contact in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in FireText 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 an SMS message in FireText.
Send a greeting email in FireText for a newly added contact in Wealthbox CRM
Wealthbox CRM + FireText
Set up a new contact in FireText when a contact is created in Wealthbox CRM
Keep your SMS marketing tool's contact information updated for smooth and efficient customer interactions. This flow will create a contact in FireText 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 FireText.
Set up a new contact in FireText when a contact is created in Wealthbox CRM
Wealthbox CRM + FireText
Generate a new contact in FireText 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 log a new contact in FireText 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 FireText.
Generate a new contact in FireText each time a new contact is created in Wealthbox CRM
Wealthbox CRM + FireText
Build your own integrations between Wealthbox CRM and FireText
Connect Wealthbox CRM and FireText 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 FireText 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 message
Triggers when a new SMS 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
Send message
Sends an SMS message
Schedule message
Schedules an SMS message
Create contact
Creates a new 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.
Similar apps
What is FireText?
FireText is an SMS marketing tool. You can manage contacts in groups, track SMS messages, and convert SMS messages to emails.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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