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

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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
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Ringover.
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Create a new contact in Ringover when a new contact is created in Wealthbox CRM

Wealthbox CRM + Ringover

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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
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. 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.

CRM

What is Ringover?

Ringover is a cloud communication solution, integrating business telephony, call center, SMS and instant messaging, focused on team productivity and configurable directly by managers

Phone/SMS

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 >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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