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Integrate Wealthbox CRM with MSG91
Send information between Wealthbox CRM and MSG91 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Send a greeting email in MSG91 for a newly added contact in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in MSG91 when 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 a text message to the specified phone numbers in MSG91.
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Send a greeting email in MSG91 for a newly added contact in Wealthbox CRM
Wealthbox CRM + MSG91
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Set up a new contact in MSG91 when a contact is created in Wealthbox CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in MSG91 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 or updates the details of an existing contact in MSG91.
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Set up a new contact in MSG91 when a contact is created in Wealthbox CRM
Wealthbox CRM + MSG91
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Create a new contact is in MSG91 each time a new contact is created in Wealthbox CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in MSG91 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 or updates the details of an existing contact in MSG91.
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Create a new contact is in MSG91 each time a new contact is created in Wealthbox CRM
Wealthbox CRM + MSG91
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Build your own integrations between Wealthbox CRM and MSG91
Connect Wealthbox CRM and MSG91 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 MSG91 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
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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Send SMS
Sends a text message to the specified phone numbers
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Send WhatsApp template message
Sends a WhatsApp template message to the specified phone numbers
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Create or update contact
Creates a new contact or updates the details of an existing contact
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Send email
Sends an email to the specified recipients
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Resend OTP
Resends an OTP to the selected phone number
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Send OTP
Sends an OTP to the selected phone number
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 MSG91?
MSG91 is an SMS solution for bulk, regional, and transactional SMS. You can track market trends, verify numbers with OTPs, and send customized messages.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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