Integrate Device Magic with Wealthbox CRM
Send information between Device Magic and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Wealthbox CRM for each form entry generated by Device Magic
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Device Magic.
How it works
- The flow triggers when a new submission is received in the selected form in Device Magic.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM for each form entry generated by Device Magic
Device Magic + Wealthbox CRM
Build your own integrations between Device Magic and Wealthbox CRM
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Supported triggers and actions
Integrate Device Magic and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission received
Triggers when a new submission is received in the selected form
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Dispatch form
Dispatches a form to a target device
Create note
Creates a new note
Create event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
What is Device Magic?
Device Magic is mobile forms and data collection software. You can collect data without internet connection, send forms with pre-populated data, and track the location of each submission.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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