Create Wealthbox CRM contacts from new Formidable Forms entries
Effortlessly keep your Wealthbox CRM contacts up to date with this convenient automation. When a new entry is submitted through Formidable Forms, a contact will be created in Wealthbox CRM, ensuring that all vital client information is captured instantly. Stay organized and save time by streamlining your lead management process with this seamless workflow.
Effortlessly keep your Wealthbox CRM contacts up to date with this convenient automation. When a new entry is submitted through Formidable Forms, a contact will be created in Wealthbox CRM, ensuring that all vital client information is captured instantly. Stay organized and save time by streamlining your lead management process with this seamless workflow.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Contact
Creates a new contact.
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