Integrate Wealthbox CRM with Upscribe
Send information between Wealthbox CRM and Upscribe automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Upscribe each time a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Upscribe each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Upscribe.
Generate a new contact in Upscribe each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Upscribe
Build your own integrations between Wealthbox CRM and Upscribe
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Supported triggers and actions
Integrate Wealthbox CRM and Upscribe using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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
What is Upscribe?
Upscribe is an email newsletter tool that helps you schedule your newsletter, send auto responses and lead magnets, capture email addresses, and more.
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.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
