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
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.
Send a greeting email in MSG91 for a newly added contact in Wealthbox CRM
Wealthbox CRM + MSG91
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.
Set up a new contact in MSG91 when a contact is created in Wealthbox CRM
Wealthbox CRM + MSG91
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.
Create a new contact is in MSG91 each time a new contact is created in Wealthbox CRM
Wealthbox CRM + MSG91
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
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
Send SMS
Sends a text message to the specified phone numbers
Send WhatsApp template message
Sends a WhatsApp template message to the specified phone numbers
Create or update contact
Creates a new contact or updates the details of an existing contact
Send email
Sends an email to the specified recipients
Resend OTP
Resends an OTP to the selected phone number
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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
