Integrate Wealthbox CRM with Sendmode
Send information between Wealthbox CRM and Sendmode automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Sendmode when a new contact is created in Wealthbox CRM
Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in Sendmode 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 number in Sendmode.
Send a welcome email in Sendmode when a new contact is created in Wealthbox CRM
Wealthbox CRM + Sendmode
Set up a new contact in Sendmode when a contact is created in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Sendmode 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 customer or updates the details of an existing customer in Sendmode.
Set up a new contact in Sendmode when a contact is created in Wealthbox CRM
Wealthbox CRM + Sendmode
Build your own integrations between Wealthbox CRM and Sendmode
Connect Wealthbox CRM and Sendmode 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 Sendmode 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
Delivery report status
Triggers when the status of a delivery report is received
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 or update customer
Creates a new customer or updates the details of an existing customer
Send SMS
Sends a text message to the specified phone number
Optout customer
Opts a customer out of your database lists
Get credits
Checks the remaining credits on the customer account
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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Toto
Technical Engineer, Master Liveaboards
