Integrate Wealthbox CRM with Zoho Campaigns
Send information between Wealthbox CRM and Zoho Campaigns automatically, without writing any code, using Zoho Flow.
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Create a new contact in Zoho Campaigns whenever 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 Zoho Campaigns 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 adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
Create a new contact in Zoho Campaigns whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Zoho Campaigns
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Supported triggers and actions
Integrate Wealthbox CRM and Zoho Campaigns 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 unsubscribed from list
Triggers when a contact is unsubscribed from the selected list
Campaign created
Triggers when a new campaign is created
Campaign failed
Triggers when a campaign is paused, stopped, or cancelled
Campaign sent
Triggers when a campaign is successfully sent
Subscriber added to list
Triggers when a subscriber is added to the selected list
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 campaign
Sends the selected campaign
Add or update contact
Adds a contact to an existing list. Updates the details of the contact if it already exists.
Tag contact
Tags the specified contact
Create tag
Creates a new tag
Create list
Creates a list with the specified emails
Add contact to workflow
Adds a contact to the selected workflow
Add contact to list
Adds a new contact to the specified list
Clone campaign
Creates a copy of an existing campaign
Move contact to do-not-mail list
Moves the specified contact to the do-not-mail list
Associate list to campaign
Associates an existing list to the selected campaign
Untag contact
Untags the specified contact
Update list
Updates the details of an existing list
Fetch contact from list
Fetches the details of a contact by email address
Fetch contact
Fetches the details of an existing contact
Fetch campaign report
Fetches the report for the specified campaign
Unsubscribe contact
Removes the specified contact from 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.
Similar apps
What is Zoho Campaigns?
Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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
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Technical Engineer, Master Liveaboards
