Integrate Wealthbox CRM with Clickatell

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

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Send a greeting email in Clickatell for a newly added contact in Wealthbox CRM

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from Clickatell each time 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 Clickatell.
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Send a greeting email in Clickatell for a newly added contact in Wealthbox CRM

Wealthbox CRM + Clickatell

Build your own integrations between Wealthbox CRM and Clickatell

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Supported triggers and actions

Integrate Wealthbox CRM and Clickatell 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

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 SMS

Sends a new SMS

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 Clickatell?

Clickatell is a bulk SMS and online messaging service provider. You can send text messages to targeted audience, reach customers across different carriers and countries, and view reports in real time.

Phone/SMS Popular

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.

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Custom functions

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

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