

Integrate Wealthbox CRM with MessageBird
Send information between Wealthbox CRM and MessageBird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Send a welcome email in MessageBird when a new contact is created in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from MessageBird 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 sends an SMS message in MessageBird.


Send a welcome email in MessageBird when a new contact is created in Wealthbox CRM
Wealthbox CRM + MessageBird


Create a contact in MessageBird each time a contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in MessageBird for new contacts 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 MessageBird.


Create a contact in MessageBird each time a contact is created in Wealthbox CRM
Wealthbox CRM + MessageBird


Create a new contact is in MessageBird 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 create a new contact is in MessageBird 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 MessageBird.


Create a new contact is in MessageBird each time a new contact is created in Wealthbox CRM
Wealthbox CRM + MessageBird

Build your own integrations between Wealthbox CRM and MessageBird
Connect Wealthbox CRM and MessageBird 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 MessageBird 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 channel message received
Triggers when a new channel message is received
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 MMS
Sends a new MMS message

Start channel conversation
Starts a new channel conversation

Send voice message
Sends a voice message

Send SMS
Sends an SMS message

Create contact
Creates a new contact

Create group
Creates a new group

Reply to Conversation
Adds a new message to an existing conversation and sends it to the contact you're talking to

Add contact to group
Adds an existing contact into group by group ID

Update contact
Updates the details of an existing contact

Fetch contact
Fetches the details of an existing contact

Remove contact from group
Removes an already added contact from group by group ID
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
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.
Learn more >