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Google Forms + Wealthbox CRM Integrations

How to connect Google Forms + Wealthbox CRM

Zapier lets you send info between Google Forms and Wealthbox CRM automatically—no code required.

When this happens...
Google FormsGoogle Forms
New Response in Spreadsheet

Triggered when a new response row is added to the bottom of a spreadsheet.

automatically do this!
Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?

How Google Forms + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Google Forms + Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Google Forms Tutorials

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Learn More

Related categories

  • Forms & Surveys
  • Google

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About Wealthbox CRM

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

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