Integrate Wealthbox CRM with Robly
Send information between Wealthbox CRM and Robly automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Robly 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 add a new contact in Robly whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow adds a new contact in Robly.
Generate a new contact in Robly each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Robly
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Supported triggers and actions
Integrate Wealthbox CRM and Robly 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 unsubscribed
Triggers when a contact has unsubscribed
Contact added
Triggers when a new contact is added
List created
Triggers when a new list is created
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
Adds a new contact
Create list
Creates a new list
Update full contact details
Updates the details of a contact including sub lists.
Add contact to sub list
Adds a new or existing contact to a sub list
Find contact
Searches for a contact by email address
Remove contact from list
Removes a contact from the selected list
Unsubscribe contact
Unsubscribes a contact
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 Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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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.
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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
