Integrate ClickSend with Wealthbox CRM

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

Explore prebuilt integration flows to get started

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Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM

Send personalized welcome emails to every new contact in your financial advisor CRM. This flow will send a welcome email in ClickSend when 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 sends a new SMS in ClickSend.
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Send a welcome email in ClickSend when a new contact is created in Wealthbox CRM

Wealthbox CRM + ClickSend

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Add a new contact in ClickSend when a new contact is added in Wealthbox CRM

Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a contact in ClickSend every time a 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 ClickSend.
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Add a new contact in ClickSend when a new contact is added in Wealthbox CRM

Wealthbox CRM + ClickSend

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Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in ClickSend whenever a new contact is added 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 ClickSend.
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Create a new contact is in ClickSend each time a new contact is created in Wealthbox CRM

Wealthbox CRM + ClickSend

Build your own integrations between ClickSend and Wealthbox CRM

Connect ClickSend 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 ClickSend and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact is added to the specified list

SMS received

Triggers when a new SMS is received

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 event

Triggers when a new event is created

New note

Triggers when a new note 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

New workflow

Triggers when a new workflow is created

All Actions - Actions are the automated tasks

Send SMS

Sends a new SMS

Send letter through post

Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.

Create contact

Creates a new contact

Send SMS to contact list

Sends a new SMS to the selected list of contacts

Send MMS

Sends a new MMS

Send postcard

Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.

Send email campaign

Sends a new email campaign

Send voice message

Sends a text-to-speech message to a mobile phone or landline number

Send fax

Sends a new fax

Create contact list

Creates a new contact list

Fetch contact list

Fetches a contact list by name

Update contact list

Updates the details of an existing contact list

Copy contact to list

Copies an existing contact from one list to another

Update contact

Updates the details of an existing contact by ID

Transfer contact to list

Moves an existing contact from one list to another

Fetch email campaign

Fetches the details of an existing email campaign

Fetch contact

Fetches the details of an existing contact

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create note

Creates a new note

Create project

Creates a new project

Create task

Creates a new task

Fetch contact

Fetches a contact by email

What is ClickSend?

ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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