Integrate Wealthbox CRM with Moosend
Send information between Wealthbox CRM and Moosend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add new subscribers on Moosend as contacts in Wealthbox CRM
How it works
Add new subscribers on Moosend as contacts in Wealthbox CRM
Moosend + Wealthbox CRM
Build your own integrations between Wealthbox CRM and Moosend
Connect Wealthbox CRM and Moosend with over 900+ 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 Moosend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Subscriber marked as bounced
Triggers when a subscriber is marked as bounced
Subscriber removed
Triggers when a subscriber is removed from the selected mailing list
New subscription
Triggers when a new subscriber is added to the selected mailing list
New unsubscription
Triggers when someone unsubscribes from the selected mailing list
All Actions - Actions are the automated tasks
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
Create subscriber
Creates a new subscriber in the selected mailing list
Unsubscribe member
Unsubscribes a member from the selected mailing 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.
Similar apps
What is Moosend?
Moosend is email marketing automation software. You can design templates, manage contact lists, and track campaign activity over time.
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.
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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.
Learn more >We started using both from the beginning, but since swapping [to Zoho], 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
Owain ap Rees
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.
Julien Granjean
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
