Integrate Wealthbox CRM with ActiveCampaign
Send information between Wealthbox CRM and ActiveCampaign automatically, without writing any code, using Zoho Flow.
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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.
Generate a new contact in ActiveCampaign each time a new contact is created in Wealthbox CRM
Wealthbox CRM + ActiveCampaign
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Supported triggers and actions
Integrate Wealthbox CRM and ActiveCampaign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact note created
Triggers when a new contact note is created
Campaign starts sending
Triggers when a new campaign starts sending
Contact updated
Triggers when the details of an existing contact are updated
Deal task created
Triggers when a new deal task is created
Contact unsubscribed from campaign
Triggers when a contact unsubscribes as a result of a campaign email sent
Deal note created
Triggers when a new deal note is created
Campaign opened
Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.
Deal updated
Triggers when the details of an existing deal are updated
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Contact added to list
Triggers when a new contact is added to the selected list
Campaign link clicked
Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.
Contact tag added
Triggers when a tag is added to an existing contact
All Actions - Actions are the automated tasks
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
Create contact
Creates a new contact
Create campaign
Creates and sends a new campaign
Add tag to contact
Adds a tag to an existing contact
Create tracked event
Creates a custom website or application event
Add contact to automation
Adds a contact into an automation. If unavailable, a contact will be created and added
Create contact note
Creates a note for the specified contact
Add note to deal
Adds notes to the selected deal
Create deal
Creates a new deal
Update deal
Updates an existing deal
Update contact
Updates an existing contact's details
Fetch contact
Fetches a contact by email address
Fetch deal
Fetches an existing deal by title
Search tag
Searches for an existing tag using name
Fetch user
Fetches a user by email address
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.
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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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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