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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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