Integrate Wealthbox CRM with HighLevel
Send information between Wealthbox CRM and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in HighLevel each time a new contact is created 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 HighLevel 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 HighLevel.
Generate a new contact in HighLevel each time a new contact is created in Wealthbox CRM
Wealthbox CRM + HighLevel
Build your own integrations between Wealthbox CRM and HighLevel
Connect Wealthbox CRM and HighLevel 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 HighLevel 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 added
Triggers when a new contact is created
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Contact updated
Triggers when the details of an existing contact are updated
Opportunity status changed
Triggers when the status of an opportunity is changed
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
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 business
Creates a new business
Add tag to contact
Adds a tag to the specified contact
Add contact to campaign
Adds a contact to an existing campaign
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Create user
Create a new user
Update opportunity
Update the details of an existing opportunity by ID
Update contact
Update the details of an existing contact by ID
Update user
Update the details of an existing user by ID
Fetch contact
Fetches the details of an existing contact by query
Remove tag from contact
Removes a tag from the specified contact
Remove contact from campaign
Removes a contact from an existing campaign
What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
