

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


Add a new contact in Myphoner when a new contact is added in Wealthbox CRM
Keep your cold call tracking software's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Myphoner 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 lead in Myphoner.


Add a new contact in Myphoner when a new contact is added in Wealthbox CRM
Wealthbox CRM + Myphoner

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Supported triggers and actions
Integrate Wealthbox CRM and Myphoner 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

Lead lost
Triggers when a lead is marked as loser

New call back
Triggers when a lead is marked for call back

Lead won
Triggers when a lead is marked as winner

Archived lead
Triggers when a lead is archived
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 lead
Creates a new lead

Mark lead as winner
Marks the specified lead as winner

Mark lead as loser
Marks the specified lead as loser

Update lead
Updates the details of an existing lead

Mark lead for call back
Marks the specified lead for a call back
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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