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Gravity Forms + Wealthbox CRM

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.

  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 Opportunity

    Creates a new opportunity.

    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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