Google Forms + Wealthbox CRM
Create Wealthbox CRM contacts from new Google Forms responses
Effortlessly capture and organize new leads with this seamless workflow. Whenever a new form response is submitted in Google Forms, a contact will be created in Wealthbox CRM, ensuring you never miss out on important connections and opportunities. Stay on top of your leads and grow your business with this efficient automation.
Effortlessly capture and organize new leads with this seamless workflow. Whenever a new form response is submitted in Google Forms, a contact will be created in Wealthbox CRM, ensuring you never miss out on important connections and opportunities. Stay on top of your leads and grow your business with this efficient automation.
- When this happens...New Form Response
Triggers when a new form response is received.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
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.