Integrate Lead Liaison with Wealthbox CRM
Send information between Lead Liaison and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Lead Liaison and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New email
Triggers when a new email is sent
New prospect
Triggers when a new prospect is created
New form submission
Triggers when there is a new submission for the selected form
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
Create prospect
Creates a new prospect
Add prospect to list
Adds a prospect to the selected list
Update prospect
Updates the details of an existing prospect
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect - By email
Fetches the details of an existing prospect by email address
Remove prospect from list
Removes a prospect from the selected list
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 Lead Liaison?
Lead Liaison is a marketing automation and lead management tool. You can track website visitors, personalize website experiences, and assign lead ownership through custom criteria.
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
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
