

Integrate Wealthbox CRM with iContact Pro
Send information between Wealthbox CRM and iContact Pro automatically, without writing any code, using Zoho Flow.
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Generate a new contact in iContact Pro 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 add a new contact in iContact Pro 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 creates or updates a contact in iContact Pro.


Generate a new contact in iContact Pro each time a new contact is created in Wealthbox CRM
Wealthbox CRM + iContact Pro

Build your own integrations between Wealthbox CRM and iContact Pro
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Supported triggers and actions
Integrate Wealthbox CRM and iContact Pro 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

Create or update subscription
Creates or updates a subscription

Create or update contact
Creates or updates a 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.
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What is iContact Pro?
iContact Pro is a collaborative marketing tool. You can segment audience, check your emails for spam characteristics, and create time-based campaigns.
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