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Integrate Wealthbox CRM with Myphoner
Send information between Wealthbox CRM and Myphoner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Myphoner when a new contact is added in Wealthbox CRM
Keep your cold call tracking software's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Myphoner for every new contact created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new lead in Myphoner.
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Add a new contact in Myphoner when a new contact is added in Wealthbox CRM
Wealthbox CRM + Myphoner
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Build your own integrations between Wealthbox CRM and Myphoner
Connect Wealthbox CRM and Myphoner 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 Myphoner 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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Lead lost
Triggers when a lead is marked as loser
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Lead won
Triggers when a lead is marked as winner
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New call back
Triggers when a lead is marked for call back
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Archived lead
Triggers when a lead is archived
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 lead
Creates a new lead
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Mark lead as loser
Marks the specified lead as loser
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Mark lead for call back
Marks the specified lead for a call back
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Update lead
Updates the details of an existing lead
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Mark lead as winner
Marks the specified lead as winner
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 Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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