

Integrate Wealthbox CRM with Mautic
Send information between Wealthbox CRM and Mautic automatically, without writing any code, using Zoho Flow.
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Add a new contact in Mautic 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 will add a new contact in Mautic whenever a new contact is added in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Mautic.


Add a new contact in Mautic whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + Mautic

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Supported triggers and actions
Integrate Wealthbox CRM and Mautic 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

Form entry submitted
Triggers when an entry is submitted for the selected form

Contact created
Triggers when a new contact is created

Page hit registered
Triggers when a landing page is visited by a contact

Updated contact
Triggers when any detail of an existing contact is updated

Contact points updated
Triggers when the score for a contact is updated

Email opened
Triggers when a contact views an email
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

Update contact
Updates the details of an existing contact

Fetch contact by ID
Fetches the details of an existing contact by ID

Fetch contact by email address
Fetches the details of an existing contact by 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.
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What is Mautic?
Mautic is an open-source marketing automation software that helps marketers personalize their communication and deliver the right message at the right time.
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