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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.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

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

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Wealthbox CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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wealthbox logo
wealthbox logo

About Wealthbox CRM

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

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