Integrate Wealthbox CRM with BulkSMS
Send information between Wealthbox CRM and BulkSMS automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in BulkSMS for a recently created contact in Wealthbox CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from BulkSMS 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 sends a new message to one or more specified recipients in BulkSMS .
Send a welcome email in BulkSMS for a recently created contact in Wealthbox CRM
Wealthbox CRM + BulkSMS
Build your own integrations between Wealthbox CRM and BulkSMS
Connect Wealthbox CRM and BulkSMS with over 1000+ 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 BulkSMS using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
Message failed
Triggers when a message is failed
Message received
Triggers when a new message is received
Message delivered
Triggers when a message is delivered
Message initiated
Triggers when a new message is initiated
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
Send message
Sends a new message to one or more specified recipients
Block phone number
Adds a new phone number to the blocked phone numbers list
Schedule message
Schedules a message
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
