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Integrate Wealthbox CRM with HighLevel
Send information between Wealthbox CRM and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Generate a new contact in HighLevel each time a new contact is created in Wealthbox CRM
Wealthbox CRM + HighLevel
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Build your own integrations between Wealthbox CRM and HighLevel
Connect Wealthbox CRM and HighLevel 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 HighLevel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New event
Triggers when a new event is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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Completed task
Triggers when a task is completed
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New project
Triggers when a new project is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
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Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
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Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
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Contact added
Triggers when a new contact is created
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Contact updated
Triggers when the details of an existing contact are updated
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Opportunity status changed
Triggers when the status of an opportunity is changed
All Actions - Actions are the automated tasks
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Create note
Creates a new note
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Fetch contact
Fetches a contact by email
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Create user
Create a new user
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Create opportunity
Creates a new opportunity
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Add contact to campaign
Adds a contact to an existing campaign
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Create contact
Creates a new contact
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Create business
Creates a new business
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Add tag to contact
Adds a tag to the specified contact
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Create task
Creates a new task
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Update user
Update the details of an existing user by ID
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Update opportunity
Update the details of an existing opportunity by ID
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Update contact
Update the details of an existing contact by ID
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Fetch contact
Fetches the details of an existing contact by query
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Remove contact from campaign
Removes a contact from an existing campaign
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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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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