Integrate Wealthbox CRM with Jumplead
Send information between Wealthbox CRM and Jumplead automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Jumplead each time a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Jumplead 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 Jumplead.
Create a new contact is in Jumplead each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Jumplead
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Supported triggers and actions
Integrate Wealthbox CRM and Jumplead 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 company
Triggers when a new company is created
New contact
Triggers when a new contact is created
New prospects
Triggers when a new prospect is created
Automation triggered
Triggers when an automation starts
New task
Triggers when a new task 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
Create task
Creates a new task
Create contact
Creates a new contact
Create company
Creates a new company
Update contact
Updates details of the selected contact
Fetch contact
Fetches a contact by ID or email
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 Jumplead?
Jumplead is a marketing and lead generation tool. You can capture leads, personalize your marketing, and convert visitors into leads.
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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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
Siddharth Ahuja
CEO, Fabricroot
