![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Integrate Wealthbox CRM with ActiveTrail
Send information between Wealthbox CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Add a new contact in ActiveTrail whenever a new contact is added 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 ActiveTrail 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 creates a new contact in ActiveTrail.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Add a new contact in ActiveTrail whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + ActiveTrail
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and ActiveTrail
Connect Wealthbox CRM and ActiveTrail 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 ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Contact removed from group
Triggers when a contact is removed from any group
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Contact added to group
Triggers when a contact is added to any group
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Updated contact
Triggers when the details of an existing contact are updated
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Send SMS
Sends an SMS message to a specified number
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Fetch group
Fetches an existing group by name
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Add contact to group
Adds a contact to the specified group
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Fetch contact
Fetches an existing contact by name or email
![](https://flow-in-public.nimbuspop.com/flow-apps/activetrail.png)
Remove contact from group
Removes a contact from a specific group
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 ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
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