Integrate Ultimate Member with Wealthbox CRM

Send information between Ultimate Member and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Add a new contact in Wealthbox CRM for each new form submission received via Ultimate Member

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow creates a new contact in Wealthbox CRM.
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Add a new contact in Wealthbox CRM for each new form submission received via Ultimate Member

Ultimate Member + Wealthbox CRM

Build your own integrations between Ultimate Member and Wealthbox CRM

Connect Ultimate Member and Wealthbox CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Ultimate Member and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User account updated

Triggers when the details of a user account is updated

User role changed

Triggers when the role of a user is updated

User registered

Triggers when a user is registered

User profile updated

Triggers when the details of a user profile is updated

User status changed

Triggers when the status of a user is updated

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

Update user status

Updates the status of an existing user

Fetch user

Fetches the details of an existing user

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 Ultimate Member?

Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.

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

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.

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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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

Toto

Technical Engineer, Master Liveaboards

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