Use Zoho Flow to integrate Ontraport with Wealthbox CRM, in atleast 37 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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Create new Ontraport contacts for new Wealthbox CRM contacts
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All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is added
Tag added
Triggers when the selected tag is added to a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
Tag removed
Triggers when the selected tag is removed for a contact
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 task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Action are the automated tasks
Create or update contact
Creates a new contact. Updates the details in case the contact already exists.
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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Testimonial

“After implementing the processes in Zoho Flow, we have no more calendar checking, no more manually creating tickets, the URLs for Forms are automatically populated with ticket information, and the PDF files are automatically stored—it is basically night and day.” Know more
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