

Integrate Wealthbox CRM with Mailify
Send information between Wealthbox CRM and Mailify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact in Mailify whenever a new contact is created in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Mailify 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 new recipient in the specified campaign in Mailify.


Create a new contact in Mailify whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Mailify

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Supported triggers and actions
Integrate Wealthbox CRM and Mailify 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

Email delivered
Triggers when an email is delivered to a recipient

Email unsubscribed
Triggers when an existing subscriber unsubscribes from your campaign list

Email opened
Triggers when a recipient opens an email

Contact created
Triggers when a new contact is created

Email soft bounced
Triggers when an email is bounced (soft)

List created
Triggers when a new list is added

Email hard bounced
Triggers when an email is bounced (hard)

Email link clicked
Triggers when a recipient clicks a pre-specified link in your campaign

Email reported
Triggers when a recipient reports an email from your campaign
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

Create list
Creates a new list

Add recipient
Adds a new recipient in the specified campaign

Create contact
Creates a new contact

Fetch contact
Fetches the details of a contact using email address or phone number
What is Mailify?
Mailify is an email and SMS marketing automation solution designed for individuals and SMEs. It provides features such as AB testing, chatbot for web pages, autoresponders, contact management, and more.
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