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Integrate Wealthbox CRM with ActiveCampaign
Send information between Wealthbox CRM and ActiveCampaign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new contact in ActiveCampaign 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 ActiveCampaign 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, updates the details of an existing contact, or removes an existing contact from the selected list in ActiveCampaign.
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Generate a new contact in ActiveCampaign each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ActiveCampaign
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Build your own integrations between Wealthbox CRM and ActiveCampaign
Connect Wealthbox CRM and ActiveCampaign 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 Wealthbox CRM and ActiveCampaign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New event
Triggers when a new event is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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Completed task
Triggers when a task is completed
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New project
Triggers when a new project is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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Contact note created
Triggers when a new contact note is created
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Campaign starts sending
Triggers when a new campaign starts sending
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Contact updated
Triggers when the details of an existing contact are updated
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Deal task created
Triggers when a new deal task is created
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Contact unsubscribed from campaign
Triggers when a contact unsubscribes as a result of a campaign email sent
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Deal note created
Triggers when a new deal note is created
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Campaign opened
Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.
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Deal updated
Triggers when the details of an existing deal are updated
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Deal created
Triggers when a new deal is created
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Contact created
Triggers when a new contact is created
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Contact added to list
Triggers when a new contact is added to the selected list
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Campaign link clicked
Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.
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Contact tag added
Triggers when a tag is added to an existing contact
All Actions - Actions are the automated tasks
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Create note
Creates a new note
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Fetch contact
Fetches a contact by email
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Create contact
Creates a new contact
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Create campaign
Creates and sends a new campaign
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Add tag to contact
Adds a tag to an existing contact
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Create tracked event
Creates a custom website or application event
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Add contact to automation
Adds a contact into an automation. If unavailable, a contact will be created and added
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Create contact note
Creates a note for the specified contact
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Add note to deal
Adds notes to the selected deal
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Create deal
Creates a new deal
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Update deal
Updates an existing deal
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Update contact
Updates an existing contact's details
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Fetch contact
Fetches a contact by email address
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Fetch deal
Fetches an existing deal by title
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Search tag
Searches for an existing tag using name
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Fetch user
Fetches a user by email address
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Fetch automation
Fetches the details of an automation by name
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 ActiveCampaign?
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.
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