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Integrate Wealthbox CRM with ModWebs
Send information between Wealthbox CRM and ModWebs automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in ModWebs 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 ModWebs 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 ModWebs.
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Generate a new contact in ModWebs each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ModWebs
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Build your own integrations between Wealthbox CRM and ModWebs
Connect Wealthbox CRM and ModWebs 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 ModWebs using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New note
Triggers when a new note is created
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Completed task
Triggers when a task is completed
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New task
Triggers when a new task is created
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New event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New comment
Triggers when a new comment is created
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New opportunity
Triggers when a new opportunity is created
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New project
Triggers when a new project is created
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New workflow
Triggers when a new workflow is created
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Order created
Triggers when a new order is created
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Contact created
Triggers when a new contact is created
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Order updated
Triggers when the details of an existing order are updated
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Product created
Triggers when a new product is created
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Booking created
Triggers when a new booking is created
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Contact created or updated
Triggers when a contact is created or when the details of an existing contact are updated
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Product updated
Triggers when the details of an existing product are updated
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create note
Creates a new note
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Create event
Creates a new event
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Fetch contact
Fetches a contact by email
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Create member
Creates a new member
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Create contact
Creates a new contact
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Fetch contact
Fetches the details of an existing contact using the contact ID or email address
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.
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What is ModWebs?
ModWebs is a drag-and-drop website builder that lets you create your online store with marketing funnels, email automation, bookings and appointments, and more.
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