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  • Wealthbox CRM logoWealthbox CRM logo

Jotform + Wealthbox CRM

Create new Wealthbox CRM opportunities from new Jotform submissions

"Streamline your sales process with this workflow. When a new submission is received in Jotform, it immediately creates an opportunity within Wealthbox CRM. This means your team can start engaging potential leads right away, save time on data entry and keep your sales operations running smoothly."

"Streamline your sales process with this workflow. When a new submission is received in Jotform, it immediately creates an opportunity within Wealthbox CRM. This means your team can start engaging potential leads right away, save time on data entry and keep your sales operations running smoothly."

  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 Opportunity

    Creates a new opportunity.

    ActionWrite
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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