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 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 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 FireText?
FireText is an SMS marketing tool. You can manage contacts in groups, track SMS messages, and convert SMS messages to emails.
Similar apps
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
