Integrate Wealthbox CRM with FracTEL
Send information between Wealthbox CRM and FracTEL automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in FracTEL for newly created contacts in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will trigger a welcome email in FracTEL 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 sends a new SMS to the specified number in FracTEL.
Dispatch a welcome message in FracTEL for newly created contacts in Wealthbox CRM
Wealthbox CRM + FracTEL
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Supported triggers and actions
Integrate Wealthbox CRM and FracTEL 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
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 SMS
Sends a new SMS to the specified number
Send MMS
Sends a new MMS to the specified number
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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