Integrate Wealthbox CRM with ZappHub

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

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Create a new contact is in ZappHub each time a new contact is created in Wealthbox CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ZappHub 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 creates a new user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
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Create a new contact is in ZappHub each time a new contact is created in Wealthbox CRM

Wealthbox CRM + ZappHub

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Supported triggers and actions

Integrate Wealthbox CRM and ZappHub 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

Message delivered

Triggers when a message is delivered successfully

Message sent or received

Triggers when a new message is sent or 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 agent

Creates a new chat agent for the current device

Send message

Sends a new text message to the specified phone number, group, or broadcast list.

Create contact

Creates a new user contact in the internal contacts agenda of the WhatsApp device connected

Add participants to group

Adds the specified participants to an existing group using their phone numbers

Revoke group invite

Revokes the specified group invite code

Update contact

Updates the details of an existing contact using WhatsApp contact ID

Remove participant from group

Removes the specified participants from an existing group by phone number

Fetch contact

Fetches the details of an existing contact using WhatsApp ID or phone number

Fetch group invite code

Fetches the invite URL for an existing group

Validate phone number

Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.

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 ZappHub?

ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.

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.

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