Create new Wealthbox CRM contacts from new Formstack submissions
Stay on top of new Formstack entries by letting this workflow keep your Wealthbox CRM up to date instantly. As soon as a new submission is made in Formstack, this automation ensures an equivalent Wealthbox CRM contact is created. Facilitating easier client communication, this process not only saves you time but also ensures a smooth relationship between your Formstack submissions and Wealthbox CRM contacts.
Stay on top of new Formstack entries by letting this workflow keep your Wealthbox CRM up to date instantly. As soon as a new submission is made in Formstack, this automation ensures an equivalent Wealthbox CRM contact is created. Facilitating easier client communication, this process not only saves you time but also ensures a smooth relationship between your Formstack submissions and Wealthbox CRM contacts.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Contact
Creates a new contact.
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