Formstack + Wealthbox CRM

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.

  1. When this happens...
    FormstackFormstack
    New Form Submission

    Triggers when a Form recieives a Submission.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn more

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  • Forms & Surveys

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wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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