Integrate GrowSurf with Wealthbox CRM

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

Build your own integrations between GrowSurf and Wealthbox CRM

Connect GrowSurf and Wealthbox CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate GrowSurf and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Participant added

Triggers when a new participant is added to a campaign

Reward unlocked by participant

Triggers when a participant unlocks a reward

Campaign ended

Triggers when a campaign ends

New note

Triggers when a new note is created

New comment

Triggers when a new comment is created

New project

Triggers when a new project is created

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

Completed task

Triggers when a task is completed

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New workflow

Triggers when a new workflow is created

All Actions - Actions are the automated tasks

Add participant

Adds a participant to the selected campaign

Update participant

Updates the details of an existing participant of a campaign using their email address

Fetch participant

Fetches the details of an existing participant by email address

Remove participant

Removes a participant from a campaign using their email address

Create task

Creates a new task

Create event

Creates a new event

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create project

Creates a new project

Create note

Creates a new note

Fetch contact

Fetches a contact by email

What is GrowSurf?

GrowSurf is a free marketing automation tool used by organizations to design and execute online campaigns, while targeting specific audiences.

Marketing Automation

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.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

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

Harnoor Abroll

Technical and Operations Head, TruAct

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