Integrate Wealthbox CRM with Mobiniti
Send information between Wealthbox CRM and Mobiniti automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new contact in Mobiniti when a contact is created in Wealthbox CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in Mobiniti for every new contact 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 Mobiniti.
Set up a new contact in Mobiniti when a contact is created in Wealthbox CRM
Wealthbox CRM + Mobiniti
Generate a new contact in Mobiniti each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Mobiniti 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 Mobiniti.
Generate a new contact in Mobiniti each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Mobiniti
Build your own integrations between Wealthbox CRM and Mobiniti
Connect Wealthbox CRM and Mobiniti with over 800+ 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 Mobiniti 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 created
Triggers when a new contact 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
Add contact to group
Adds a new contact to a group
Send SMS to contact
Sends an SMS notification to an existing contact
Create Contact
Creates a new contact
Unsubscribe contact
Unsubscribes the specified contact
Fetch contact
Fetches the details of an existing contact
Remove contact from group
Removes a contact from group
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 Mobiniti?
Mobiniti is an SMS marketing platform for small and mid-size businesses, as well as enterprise customers. It provides features such as mobile coupons, contests, social profiling, automation, feedback collection, and more.
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.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
