Integrate Wealthbox CRM with Brevo

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

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

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Brevo whenever 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 adds a new contact to the selected list in Brevo.
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Add a new contact in Brevo whenever a new contact is added in Wealthbox CRM

Wealthbox CRM + Brevo

Build your own integrations between Wealthbox CRM and Brevo

Connect Wealthbox CRM and Brevo 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 Wealthbox CRM and Brevo 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 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

Transactional events

Triggers when a transactional events occurs

Campaign events

Triggers when a campaign events occurs

Campaign updated

Triggers when an existing campaign is updated

Contact clicked on campaign

Triggers when a contact clicks on a campaign

Campaign created

Triggers when a new campaign is created

Contact added to list

Triggers when a contact is added to the selected list

Contact created

Triggers when a new contact is created

Contact created or updated

Triggers when a new contact is created or an existing contact is updated

Contact unsubscribed

Triggers when a contact unsubscribes from a campaign

Contact updated

Triggers when any detail of an existing contact is updated

Campaign created or updated

Triggers when a new campaign is created or an existing campaign is updated

All Actions - Actions are the automated tasks

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

Send transactional email

Sends a transactional email to the specified email address

Add contact

Adds a new contact to the selected list

Update contact

Updates the details of an existing contact using email address or subscriber ID

Fetch contact

Fetches the details of an existing contact by email address

Remove contacts from list

Removes the specified contacts from the selected list

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 Brevo?

Brevo is a marketing automation WordPress plugin that allows businesses to manage customer relationships across email, SMS, chat, and more.

Marketing Automation

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.

Learn more >

Custom functions

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

Learn more >

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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