Integrate Woodpecker.co with Wealthbox CRM
Send information between Woodpecker.co and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Woodpecker.co and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email opened
Triggers when an email you sent is opened
Link clicked
Triggers when a link in an email you sent is clicked
Campaign created
Trigger when a new campaign is created
New prospect
Triggers when a new prospect is created
Prospect interested
Triggers when a prospect is marked as 'Interested'
Follow-up after autoreply
Triggers when a date is set for resuming follow-ups after autoreply from prospect
Prospect blacklisted
Triggers when a prospect unsubscribes or is marked as 'Blacklisted' manually
Email sent
Triggers when an email is sent from your Woodpecker account
Invalid prospect email
Triggers when a prospect's email is marked invalid
New prospect reply
Triggers when a prospect replies to your email or is marked as 'Replied' manually
Prospect not interested
Triggers when a prospect is marked as 'Not interested'
Prospect bounced
Triggers when a prospect’s email bounces
New autoreply
Triggers when a prospect sends an autoresponder or is marked as 'Autoreplied' manually
Prospect marked 'Maybe later'
Triggers when a prospect is marked as 'Maybe later'
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 or update prospect in campaign
Creates or updates a prospect in the selected campaign
Create agency
Adds a new agency in woodpecker.co
Create or update prospect
Creates or updates a prospect based on email
Stop follow-ups
Stops follow-ups planned for the selected prospect
Fetch prospect
Fetches the details of an existing prospect by ID
Fetch campaign
Fetches the details of an existing campaign by ID
Search prospect
Searches for the details of an existing prospect
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 Woodpecker.co?
Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks.
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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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