Integrate Wealthbox CRM with SMSFactor

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

Explore prebuilt integration flows to get started

[esc]

Dispatch a welcome message in SMSFactor for newly created contacts in Wealthbox CRM

Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in SMSFactor 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 sends an SMS to only one recipient in SMSFactor.
+

Dispatch a welcome message in SMSFactor for newly created contacts in Wealthbox CRM

Wealthbox CRM + SMSFactor

[esc]

Add a new contact in SMSFactor when a new contact is added in Wealthbox CRM

Keep your SMS messaging platform's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in SMSFactor for every new contact created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow adds a contact to an existing list in SMSFactor.
+

Add a new contact in SMSFactor when a new contact is added in Wealthbox CRM

Wealthbox CRM + SMSFactor

[esc]

Create a new contact in SMSFactor whenever a new contact is created in Wealthbox CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in SMSFactor each time a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow adds a contact to an existing list in SMSFactor.
+

Create a new contact in SMSFactor whenever a new contact is created in Wealthbox CRM

Wealthbox CRM + SMSFactor

Build your own integrations between Wealthbox CRM and SMSFactor

Connect Wealthbox CRM and SMSFactor 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 SMSFactor 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

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

Send SMS

Sends an SMS to only one recipient

Add contact

Adds a contact to an existing 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 SMSFactor?

SMSFactor is an intuitive text sending platform for businesses. It lets you communicate quickly and easily with advertising SMS messages, import contact lists, create campaigns and promos, and more.

Phone/SMS

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY