Integrate Wealthbox CRM with Enormail

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

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Create a new contact in Enormail whenever a new contact is created in Wealthbox CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Enormail whenever a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow adds a contact to the selected list in Enormail.
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Create a new contact in Enormail whenever a new contact is created in Wealthbox CRM

Wealthbox CRM + Enormail

Build your own integrations between Wealthbox CRM and Enormail

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Supported triggers and actions

Integrate Wealthbox CRM and Enormail 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

Unsubscription from list

Triggers when there is a new unsubscription from the selected list

Active contact created

Triggers when a new active contact is created in the selected list

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

Add contact

Adds a contact to the selected list

Unsubscribe contact

Unsubscribes a contact from the selected list

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

What is Enormail?

Enormail is a user friendly web-based e-mail marketing platform that helps you expand your contact list and perform automated campaigns.

Email Marketing

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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