Integrate Wealthbox CRM with Mailjet
Send information between Wealthbox CRM and Mailjet automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Mailjet each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Mailjet 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 adds a contact to an existing list. Updates the details if it already exists. in Mailjet.
Generate a new contact in Mailjet each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Mailjet
Build your own integrations between Wealthbox CRM and Mailjet
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Supported triggers and actions
Integrate Wealthbox CRM and Mailjet 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 subscribed
Triggers when a contact subscribes to the selected contact list
Email sent
Triggers when an email is sent
Link in email clicked
Triggers when a link in your email is clicked
Email reported as spam
Triggers when an email you sent is reported as spam
Email bounced
Triggers when an email cannot be delivered to the recipient
Email blocked
Triggers when an email you sent is blocked
Email opened
Triggers when an email is opened
User unsubscribed
Triggers when a user unsubscribes from the selected contact list
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 plain text email
Sends an email with plain text
Add or update contact
Adds a contact to an existing list. Updates the details if it already exists.
Unsubscribe contact
Unsubscribes a contact from the selected list
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 Mailjet?
Mailjet is an email marketing tool with real-time monitoring and email statistics. You can compare campaigns, segment contact lists, and run multivariate testing.
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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.
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 >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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
