Integrate Wealthbox CRM with Ringover
Send information between Wealthbox CRM and Ringover automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Ringover when a new contact is created in Wealthbox CRM
Keep your cloud communication solution's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Ringover 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 contact in Ringover.
Create a new contact in Ringover when a new contact is created in Wealthbox CRM
Wealthbox CRM + Ringover
Add a new contact in Ringover whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Ringover 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 Ringover.
Add a new contact in Ringover whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Ringover
Build your own integrations between Wealthbox CRM and Ringover
Connect Wealthbox CRM and Ringover with over 800+ 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 Ringover 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
Comment updated
Triggers when a comment is updated
Voicemail available
Triggers when a new voicemail is available
Call received
Triggers when a new call is received
Voicemail received
Triggers when a new voicemail is received
Contact event occurred
Triggers when a new contact event has occurred
Call answered
Triggers when a call is answered
Tag updated
Triggers when the details of an existing tag are updated
Call hung up
Triggers when you hang up a call
Call missed
Triggers when an incoming call is missed
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 contact
Creates a new contact
Blacklist number
Adds the specified phone number to your team's blacklist
Update phone number
Updates the phone number of the specified contact
Update contact
Updates the details of an existing contact by ID
Fetch contact
Fetches the details of an existing contact
Remove from blacklist
Removes the specified number from your blacklist
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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