Gravity Forms + Wealthbox CRM
Create Wealthbox CRM contacts from new Gravity Forms submissions
Easily manage your new leads by connecting Gravity Forms and Wealthbox CRM with this workflow. When a form is submitted in Gravity Forms, a new contact will be created in Wealthbox CRM, ensuring you never miss a potential opportunity. Streamline your lead management process and save time with this simple automation.
Easily manage your new leads by connecting Gravity Forms and Wealthbox CRM with this workflow. When a form is submitted in Gravity Forms, a new contact will be created in Wealthbox CRM, ensuring you never miss a potential opportunity. Streamline your lead management process and save time with this simple automation.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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Forms & Surveys, WordPressAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
