Integrate Wealthbox CRM with Snovio

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

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Supported triggers and actions

Integrate Wealthbox CRM and Snovio 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

Campaign prospect replied

Triggers when a recipient responds to any email in any of the campaigns

Email replied

Triggers when a recipient replies to an email from any drip campaign for the first time

Campaign link clicked

Triggers when a prospect opens a link in an email for the first time

Email opened

Triggers when a recipient opens an email from any drip campaign for the first time

Email opened from campaign

Triggers when a recipient opens an email from specified drip campaign for the first time

Email sent

Triggers when an email is sent to a recipient in any drip campaign

Email sent from campaign

Triggers when an email is sent from a specified drip campaign

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

Create or update prospect

Adds a new prospect to a prospect list or updates the details of an existing prospect

Update recipient status

Changes the status of the recipient in a specific drip campaign

Fetch profile

Fetches a profile by email

Verify email

Checks if a given email address is deliverable and is available on the internet

Count emails

Counts how many email addresses are available for a domain or company

Fetch email

Fetches an email by domain, first name, and last name

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 Snovio?

Snovio is an online tool that lets you find and verify emails. You can create drip campaigns and find the right contact person in a company easily.

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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Technical Engineer, Master Liveaboards

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