Integrate Campaign Monitor with Wealthbox CRM
Send information between Campaign Monitor and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Campaign Monitor and Wealthbox CRM
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Supported triggers and actions
Integrate Campaign Monitor and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New subscription
Triggers when a new subscriber is added to the selected list
New click through
Triggers when someone clicks a link in a campaign email
New unsubscription
Triggers when someone unsubscribes from the selected list
Subscriber updated
Triggers when a subscriber's details are updated
New list
Triggers when a list is created for the selected client
New client
Triggers when a client is created
New email open
Triggers when a campaign email is opened
New bounce
Triggers when a campaign email is not delivered
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create subscriber
Creates a new subscriber in the selected list
Update subscriber
Updates the details of a subscriber in the selected list
Unsubscribe
Removes a subscriber from the selected list
Fetch subscriber
Fetches a subscriber by email in the selected list
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
What is Campaign Monitor?
Campaign Monitor is email marketing software with smart segments to personalize your emails. You can send marketing and transactional emails, use signup forms to build your audience, and create templates easily with the drag and drop interface.
Similar apps
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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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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