Integrate Wealthbox CRM with Ringover
Send information between Wealthbox CRM and Ringover automatically, without writing any code, using Zoho Flow.
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Create a new contact in Ringover when a new contact is created in Wealthbox CRM
Keep your cloud communication solution's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Ringover 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 Ringover.
Create a new contact in Ringover when a new contact is created in Wealthbox CRM
Wealthbox CRM + Ringover
Add a new contact in Ringover whenever a new contact is added in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Ringover 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 in Ringover.
Add a new contact in Ringover whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Ringover
Build your own integrations between Wealthbox CRM and Ringover
Connect Wealthbox CRM and Ringover 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 Ringover 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
Call missed
Triggers when an incoming call is missed
Call received
Triggers when a new call is received
Voicemail received
Triggers when a new voicemail is received
Comment updated
Triggers when a comment is updated
Voicemail available
Triggers when a new voicemail is available
Contact event occurred
Triggers when a new contact event has occurred
Call answered
Triggers when a call is answered
Tag updated
Triggers when the details of an existing tag are updated
Call hung up
Triggers when you hang up a call
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
Blacklist number
Adds the specified phone number to your team's blacklist
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact by ID
Update phone number
Updates the phone number of the specified contact
Fetch contact
Fetches the details of an existing contact
Remove from blacklist
Removes the specified number from your blacklist
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 Ringover?
Ringover is a cloud communication solution, integrating business telephony, call center, SMS and instant messaging, focused on team productivity and configurable directly by managers
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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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
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Technical Engineer, Master Liveaboards
