Create Wealthbox CRM notes from new 123FormBuilder forms
Effortlessly manage your client information by connecting 123FormBuilder and Wealthbox CRM with this seamless workflow. Whenever a new form is submitted in 123FormBuilder, a related note will be created in Wealthbox CRM for better organization and tracking. Save valuable time and keep your CRM up-to-date with this easy-to-use automation.
Effortlessly manage your client information by connecting 123FormBuilder and Wealthbox CRM with this seamless workflow. Whenever a new form is submitted in 123FormBuilder, a related note will be created in Wealthbox CRM for better organization and tracking. Save valuable time and keep your CRM up-to-date with this easy-to-use automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Note
Creates a new note.
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