Integrate Wealthbox CRM with Follow Up Boss
Send information between Wealthbox CRM and Follow Up Boss automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Follow Up Boss each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Follow Up Boss 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 Follow Up Boss.
Create a new contact is in Follow Up Boss each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Follow Up Boss
Build your own integrations between Wealthbox CRM and Follow Up Boss
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Supported triggers and actions
Integrate Wealthbox CRM and Follow Up Boss 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
Contact created
Triggers when a new contact is created
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
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
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 Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
