Create new Wealthbox CRM opportunities from Gravity Forms submissions
Effortlessly turn new form submissions from Gravity Forms into opportunities in Wealthbox CRM with this seamless workflow. Whenever someone submits a form on your website, an opportunity will be instantly created in Wealthbox CRM, helping you to manage and track potential clients more effectively. Save time and boost your productivity by letting this automation handle the manual work for you.
Effortlessly turn new form submissions from Gravity Forms into opportunities in Wealthbox CRM with this seamless workflow. Whenever someone submits a form on your website, an opportunity will be instantly created in Wealthbox CRM, helping you to manage and track potential clients more effectively. Save time and boost your productivity by letting this automation handle the manual work for you.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Opportunity
Creates a new opportunity.
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