Integrate Autopilot with Wealthbox CRM

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

Build your own integrations between Autopilot and Wealthbox CRM

Connect Autopilot and Wealthbox CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Autopilot and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact removed from list

Triggers when a contact is removed from the selected list

Contact unsubscribed

Triggers when a contact unsubscribes

New contact

Triggers when a new contact is added

Contact added to list

Triggers when a contact is added to the selected list

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 workflow

Triggers when a new workflow 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

All Actions - Actions are the automated tasks

Add contact to list

Creates a new contact and adds it to the selected list

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Delete contact

Deletes the selected contact

Unsubscribe contact

Unsubscribes the selected contact from all emails

Create contact

Creates a new contact

Create event

Creates a new event

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create note

Creates a new note

Create task

Creates a new task

Fetch contact

Fetches a contact by email

What is Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

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

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.

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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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Sales Director, Artico

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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