Create new Wealthbox CRM contacts from new Formstack submissions
Streamline your workflow by integrating Formstack and Wealthbox CRM. Whenever a new form submission is received in Formstack, this integration creates a new contact in Wealthbox CRM right away. It saves time, avoids manual data entry and ensures your CRM is always up-to-date with the latest client information. Boost your productivity while keeping your customer contacts organized.
Streamline your workflow by integrating Formstack and Wealthbox CRM. Whenever a new form submission is received in Formstack, this integration creates a new contact in Wealthbox CRM right away. It saves time, avoids manual data entry and ensures your CRM is always up-to-date with the latest client information. Boost your productivity while keeping your customer contacts organized.
- When this happens...New Form Submission
Triggers when a Form recieives a Submission.
- automatically do this!Create Contact
Creates a new contact.
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