Integrate Wealthbox CRM with Aircall

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

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Set up a new contact in Aircall when a contact is created in Wealthbox CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Aircall for new contacts created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Aircall.
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Set up a new contact in Aircall when a contact is created in Wealthbox CRM

Wealthbox CRM + Aircall

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Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Aircall each time a new contact is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Aircall.
+

Add a new contact in Aircall whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + Aircall

Build your own integrations between Wealthbox CRM and Aircall

Connect Wealthbox CRM and Aircall with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wealthbox CRM and Aircall 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 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

Assigned call

Triggers when a call is assigned to someone

New missed call

Triggers when there is a new missed call

New inbound call

Triggers when there is a new inbound call

Tagged call

Triggers when a call is tagged

New contact

Triggers when a new contact is created

New outbound call

Triggers when there is a new outbound call

Commented call

Triggers when a call is commented on by someone

Updated contact

Triggers when a contact is updated

Call ended

Triggers when a call ends

New voicemail

Triggers when there is a new voicemail

All Actions - Actions are the automated tasks

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

Create contact

Creates a new contact

Create tag

Creates a new tag

Update contact's email address

Updates the email details of an existing contact using its entry ID

Update contact's phone number

Updates the phone number of an existing contact using its entry ID

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact by ID, phone number, or email address

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

What is Aircall?

Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more.

Phone/SMS

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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