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How Zapier works

Zapier makes it easy to integrate Jotform with Wealthbox CRM - no code necessary. See how you can get setup in minutes.

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Jotform logo
Jotform
Jotform logo
Jotform
1. Choose trigger event
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Wealthbox CRM
Wealthbox CRM logo
Wealthbox CRM
2. Choose action
Jotform logo
1. Select the event
Setup
Test
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Jotform
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Jotform.

Add your action

An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.

You’re connected!

Zapier seamlessly connects Jotform and Wealthbox CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Jotform to Wealthbox CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Practical ways you can use Jotform and Wealthbox CRM

Streamline client data collection to CRM update

When a new form is submitted in Jotform, Zapier will automatically create a new contact in Wealthbox CRM. This automation helps business owners maintain an up-to-date client database without manual data entry, saving time and reducing errors. By automating this process, you can ensure that your client relationships are documented properly, improving organization and response time.

Business Owner
Log project updates from forms into CRM

When a new submission is added to a Jotform, Zapier will create a new project in Wealthbox CRM. This automation ensures that updates collected through forms are promptly reflected in the CRM, keeping teams aligned and project data centralized with minimal effort. Project managers save time on manual updates, reducing delay and maintaining accurate records.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Document
      Required
    Trigger
    Polling
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Prefilled Field Permissions
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

Learn how to automate Jotform on the Zapier blog

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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.
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wealthbox logo
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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