Integrate Wealthbox CRM with GetResponse
Send information between Wealthbox CRM and GetResponse automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in GetResponse whenever a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in GetResponse each time 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 GetResponse.
Create a new contact in GetResponse whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + GetResponse
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Supported triggers and actions
Integrate Wealthbox CRM and GetResponse 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 autoresponder
Triggers when a new autoresponder is created
New contact
Triggers when a new contact is created
New list
Triggers when a new list is created
New form
Triggers when a new form is created
New newsletter
Triggers when a new newsletter is created
New landing page
Triggers when a new landing page 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
Update contact
Updates an existing contact
Create contact
Creates a new contact
Create tag
Creates a new tag
Create newsletter
Creates a new newsletter
Fetch contact - By ID
Fetches the details of an existing contact by ID
Fetch list
Fetches the details of an existing list by name
Fetch tag by name
Fetches a tag by name
Remove contact
Removes specified contact
Fetch contact - By email
Fetches the details of an existing contact by email
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 GetResponse?
GetResponse is an email marketing tool that lets you create landing pages, maintain updated contact lists, and analyze the activity patterns of your audience.
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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.
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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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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