Integrate Wealthbox CRM with Robly

Send information between Wealthbox CRM and Robly automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Robly each time a new contact is created in Wealthbox CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Robly whenever a new contact is added in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow adds a new contact in Robly.
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Generate a new contact in Robly each time a new contact is created in Wealthbox CRM

Wealthbox CRM + Robly

Build your own integrations between Wealthbox CRM and Robly

Connect Wealthbox CRM and Robly 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 Robly 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

Contact added

Triggers when a new contact is added

List created

Triggers when a new list is created

Contact unsubscribed

Triggers when a contact has unsubscribed

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 list

Creates a new list

Create contact

Adds a new contact

Add contact to sub list

Adds a new or existing contact to a sub list

Update full contact details

Updates the details of a contact including sub lists.

Find contact

Searches for a contact by email address

Unsubscribe contact

Unsubscribes a contact

Remove contact from list

Removes a contact from the selected list

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.

CRM

What is Robly?

Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.

Marketing Automation

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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