Skip to content
  • Jotform logoJotform logo
  • Wealthbox CRM logoWealthbox CRM logo

Jotform + Wealthbox CRM

Create Wealthbox CRM contacts from new Jotform submissions

Easily streamline your client onboarding process by connecting Jotform and Wealthbox CRM. With this workflow, every time a new submission is received on Jotform, a new contact will be created in Wealthbox CRM, ensuring no leads are missed and your CRM stays up-to-date. Save time, stay organized, and focus on building relationships with your clients.

Easily streamline your client onboarding process by connecting Jotform and Wealthbox CRM. With this workflow, every time a new submission is received on Jotform, a new contact will be created in Wealthbox CRM, ensuring no leads are missed and your CRM stays up-to-date. Save time, stay organized, and focus on building relationships with your clients.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Triggers & Actions