Integrate Wealthbox CRM with FireText
Send information between Wealthbox CRM and FireText automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in FireText for a newly added contact in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in FireText when a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow sends an SMS message in FireText.
Send a greeting email in FireText for a newly added contact in Wealthbox CRM
Wealthbox CRM + FireText
Set up a new contact in FireText when a contact is created in Wealthbox CRM
Keep your SMS marketing tool's contact information updated for smooth and efficient customer interactions. This flow will create a contact in FireText every time a contact is created 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 FireText.
Set up a new contact in FireText when a contact is created in Wealthbox CRM
Wealthbox CRM + FireText
Generate a new contact in FireText 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 log a new contact in FireText whenever a new contact is created 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 FireText.
Generate a new contact in FireText each time a new contact is created in Wealthbox CRM
Wealthbox CRM + FireText
Build your own integrations between Wealthbox CRM and FireText
Connect Wealthbox CRM and FireText with over 800+ 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 FireText 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
New message
Triggers when a new SMS message is received
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
Send message
Sends an SMS message
Create contact
Creates a new contact
Schedule message
Schedules an SMS message
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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Webhook triggers
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Technical and Operations Head, TruAct
