Integrate Wealthbox CRM with HighLevel
Send information between Wealthbox CRM and HighLevel automatically, without writing any code, using Zoho Flow.
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Generate a new contact in HighLevel each time 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 HighLevel 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 HighLevel.
Generate a new contact in HighLevel each time a new contact is created in Wealthbox CRM
Wealthbox CRM + HighLevel
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Supported triggers and actions
Integrate Wealthbox CRM and HighLevel 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
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Contact added
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Opportunity status changed
Triggers when the status of an opportunity is changed
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
Create user
Create a new user
Create opportunity
Creates a new opportunity
Add contact to campaign
Adds a contact to an existing campaign
Create contact
Creates a new contact
Create business
Creates a new business
Add tag to contact
Adds a tag to the specified contact
Create task
Creates a new task
Update user
Update the details of an existing user by ID
Update opportunity
Update the details of an existing opportunity by ID
Update contact
Update the details of an existing contact by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified contact
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 HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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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
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Technical Engineer, Master Liveaboards
