Google Forms + Wealthbox CRM + EmailListVerify + Filter by Zapier

Add contacts to Wealthbox CRM from new Google Forms responses after checking emails with EmailListVerify

This template allows you to easily add contacts to Wealthbox CRM based on new submissions from Google Forms. The workflow uses EmailListVerify to filter out form submissions with invalid email addresses. That allows you to keep your CRM clean and avoid hard bounces.

This template allows you to easily add contacts to Wealthbox CRM based on new submissions from Google Forms. The workflow uses EmailListVerify to filter out form submissions with invalid email addresses. That allows you to keep your CRM clean and avoid hard bounces.

  1. When this happens...
    Google FormsGoogle Forms
    New Form Response

    Triggers when a new form response is received.

    TriggerInstant
  2. automatically do this...
    EmailListVerifyEmailListVerify
    Verify Email

    Identify which email addresses are deliverable and undeliverable.

    ActionWrite
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • DomainRequired

    Action
    Write
    • FileRequired

    Action
    Write
google-forms logo
google-forms logo

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Learn more

Related categories

  • Forms & Surveys
  • Google

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
emaillistverify logo
emaillistverify logo

About EmailListVerify

EmailListVerify verifies your email list directly in the tool you use to send newsletters, email notifications, and others.

Related categories

  • Email
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier