Integrate Wealthbox CRM with EZ Texting

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

Explore prebuilt integration flows to get started

[esc]

Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM

Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in EZ Texting 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 a new text message in EZ Texting.
+

Send a welcome email in EZ Texting when a new contact is created in Wealthbox CRM

Wealthbox CRM + EZ Texting

[esc]

Create a contact in EZ Texting each time a contact is created in Wealthbox CRM

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in EZ Texting 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 creates a new contact in EZ Texting.
+

Create a contact in EZ Texting each time a contact is created in Wealthbox CRM

Wealthbox CRM + EZ Texting

[esc]

Add a new contact in EZ Texting whenever a new contact is added in Wealthbox CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in EZ Texting whenever 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 creates a new contact in EZ Texting.
+

Add a new contact in EZ Texting whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + EZ Texting

Build your own integrations between Wealthbox CRM and EZ Texting

Connect Wealthbox CRM and EZ Texting with over 950+ 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 EZ Texting using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow 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 message

Triggers when a new message is received

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create task

Creates a new task

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Fetch contact

Fetches a contact by email

Send SMS

Sends a new text message

Update contact

Updates the details of an existing contact

Create contact

Creates a new contact

Move message to folder

Moves a message to the selected folder

Fetch delivery report

Fetches the delivery report of the specified message

Fetch contact

Fetches an existing contact by email, phone number, or both

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 EZ Texting?

EZ Texting is a text marketing platform. You can schedule reminders, send messages to mobile and non-mobile numbers, and track spikes in engagement.

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

Louis Castellano

CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY