Integrate Wealthbox CRM with Zoho Campaigns
Send information between Wealthbox CRM and Zoho Campaigns automatically, without writing any code, using Zoho Flow.
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Create a new contact in Zoho Campaigns whenever a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Zoho Campaigns 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 contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
Create a new contact in Zoho Campaigns whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Zoho Campaigns
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Campaigns 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
Campaign sent
Triggers when a campaign is successfully sent
Subscriber added to list
Triggers when a subscriber is added to the selected list
Campaign failed
Triggers when a campaign is paused, stopped, or cancelled
Campaign created
Triggers when a new campaign is created
Contact unsubscribed from list
Triggers when a contact is unsubscribed from the selected list
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
Tag contact
Tags the specified contact
Add contact to workflow
Adds a contact to the selected workflow
Add or update contact
Adds a contact to an existing list. Updates the details of the contact if it already exists.
Clone campaign
Creates a copy of an existing campaign
Add contact to list
Adds a new contact to the specified list
Send campaign
Sends the selected campaign
Create list
Creates a list with the specified emails
Create tag
Creates a new tag
Untag contact
Untags the specified contact
Move contact to do-not-mail list
Moves the specified contact to the do-not-mail list
Associate list to campaign
Associates an existing list to the selected campaign
Update list
Updates the details of an existing list
Fetch contact
Fetches the details of an existing contact
Fetch contact from list
Fetches the details of a contact by email address
Fetch campaign report
Fetches the report for the specified campaign
Unsubscribe contact
Removes the specified contact from an existing list
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 Zoho Campaigns?
Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
