Integrate Wealthbox CRM with Textbelt
Send information between Wealthbox CRM and Textbelt automatically, without writing any code, using Zoho Flow.
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Send a welcome email in Textbelt when a new contact is created in Wealthbox CRM
Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in Textbelt 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 sends a text SMS message in Textbelt.
Send a welcome email in Textbelt when a new contact is created in Wealthbox CRM
Wealthbox CRM + Textbelt
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Supported triggers and actions
Integrate Wealthbox CRM and Textbelt using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Send text SMS
Sends a text SMS message
Check delivery status
Checks the delivery status of a text message
Check quota
Checks the amount of credit remaining on your key
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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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