Integrate Klaviyo with Wealthbox CRM
Send information between Klaviyo and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Klaviyo and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Profile added to list
Triggers when a new profile is added to the specific list
Campaign created
Triggers when a new campaign is created
Segment created
Triggers when a new segment is created
Profile added to segment
Triggers when a new profile is added to the specified segment
List created
Triggers when a new list is created
Event occurred
Triggers when a new event occurs
Profile created
Triggers when a new profile is created
Profile updated
Triggers when the details of an existing profile are updated
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
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
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
Unsubscribe profile
Unsubscribes a profile from email and/or SMS marketing
Subscribe profile to SMS marketing
Subscribes a profile to SMS marketing
Create campaign
Creates a new campaign
Create event
Creates a new event
Subscribe profile to email marketing
Subscribers a profile to email marketing
Create profile
Creates a new profile
Create or update profile
Creates a new profile or updates the details of an existing profile
Create list
Creates a new list
Unsubscribe from all lists
Excludes a subscriber from all lists
Assign template to campaign
Assigns a new template to the specified campaign
Send campaign
Sends a new campaign
Add profile to list
Adds a new profile to the specified list
Update campaign
Updates the details of an existing campaign
Update profile
Updates the details of an existing profile
Fetch profile
Fetches the details of an existing profile by ID, email, phone number or external ID
Fetch campaign
Fetches the details of an existing campaign by ID or name
Fetch segment
Fetches the details of an existing segment by ID or name
Fetch list
Fetches the details of an existing list by ID or name
Fetch template
Fetches the details of an existing list by ID or name
Remove profile from list
Removes a profile from the specified list
Create task
Creates a new task
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
What is Klaviyo?
Klaviyo is ecommerce marketing software with realtime activity streams. You can create welcome emails based on browsing behaviour, show data blocks only to selected recipients, and segment your audience dynamically.
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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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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.
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