Create tasks in Wealthbox CRM for new Formidable Forms entries
Effortlessly manage your client tasks by connecting Formidable Forms and Wealthbox CRM with this seamless workflow. When a new form entry is submitted in Formidable Forms, a task will be created in Wealthbox CRM, ensuring that important client updates are always tracked in your CRM system. Save time, improve organization, and never miss a beat when managing your clientele.
Effortlessly manage your client tasks by connecting Formidable Forms and Wealthbox CRM with this seamless workflow. When a new form entry is submitted in Formidable Forms, a task will be created in Wealthbox CRM, ensuring that important client updates are always tracked in your CRM system. Save time, improve organization, and never miss a beat when managing your clientele.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Task
Creates a new task.
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