Connect Zilus and Wealthbox CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Zilus and Wealthbox CRM
Enable Integrations or automations with these events of Zilus and Wealthbox CRM
Actions
Create Contact
Create a new contact in Zilus.
Update Contact
Update the details of a existing contact.
Create Contact Group
Create a new contact group in Zilus.
Update Contact Group
Update the details of a specific contact group.
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Frequently Asked Questions
To start, connect both your Zilus and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zilus triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how Zilus data is recorded in Wealthbox CRM . This includes choosing which data fields go into which fields of Wealthbox CRM , setting up custom formats, and filtering out unwanted information.
The data sync between Zilus and Wealthbox CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zilus and Wealthbox CRM . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zilus
Zilus is a platform designed to streamline communication and enhance collaboration among teams, offering tools for project management, task tracking, and team chat functionalities.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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