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
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
- The flow triggers when a new contact is created in Wealthbox CRM.
- 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
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
- The flow triggers when a new contact is created in Wealthbox CRM.
- 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
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
- The flow triggers when a new contact is created in Wealthbox CRM.
- 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.
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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
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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!
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Head of Operations, AAA Band Rentals
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Toto
Technical Engineer, Master Liveaboards
