Google Forms + Wealthbox CRM
Create Wealthbox CRM notes from new Google Forms responses
Easily transfer new Google Forms responses to Wealthbox CRM with this seamless workflow. Once a new form response is received, a note will be created in Wealthbox CRM, ensuring your client data stays organized and up-to-date. Save time and eliminate manual entry by integrating your Google Forms and Wealthbox CRM today.
Easily transfer new Google Forms responses to Wealthbox CRM with this seamless workflow. Once a new form response is received, a note will be created in Wealthbox CRM, ensuring your client data stays organized and up-to-date. Save time and eliminate manual entry by integrating your Google Forms and Wealthbox CRM today.
- When this happens...New Form Response
Triggers when a new form response is received.
- automatically do this!Create Note
Creates a new note.
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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!
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.