Integrate Slybroadcast with Wealthbox CRM
Send information between Slybroadcast and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Slybroadcast and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New audio file
Triggers when a new audio file is created
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
Start new campaign with audio file
Sends a voicemail to a person or group of people with the selected audio file
Start new campaign with audio URL
Sends a voicemail to a person or group of people with an audio file URL
Update DND status
Adds or removes phone numbers in the campaign list
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 Slybroadcast?
Slybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID.
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.
Similar apps
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Logic
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Custom functions
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Technical and Operations Head, TruAct
