Integrate Wealthbox CRM with Slybroadcast

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

Build your own integrations between Wealthbox CRM and Slybroadcast

Connect Wealthbox CRM and Slybroadcast 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 Slybroadcast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New comment

Triggers when a new comment is created

Completed task

Triggers when a task is completed

New note

Triggers when a new note is created

New workflow

Triggers when a new workflow is created

New project

Triggers when a new project is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New audio file

Triggers when a new audio file is created

All Actions - Actions are the automated tasks

Create note

Creates a new note

Create event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Fetch contact

Fetches a contact by email

Start new campaign with audio file

Sends a voicemail to a person or group of people with the selected audio file

Start new campaign with audio URL

Sends a voicemail to a person or group of people with an audio file URL

Update DND status

Adds or removes phone numbers in the campaign 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 Slybroadcast?

Slybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID.

Phone/SMS

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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Sales Director, Artico

We chose Zoho Flow for its 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.

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CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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