Gravity Forms + Wealthbox CRM
Create Gravity Forms submissions from new Wealthbox CRM contacts
Effortlessly streamline your contact management process by connecting Wealthbox CRM to Gravity Forms. With this workflow, every time a new contact is added in Wealthbox CRM, a form will be submitted in Gravity Forms, ensuring timely and consistent data entry. Say goodbye to manual data transfers and focus on nurturing your business relationships with a seamlessly integrated CRM and form submission process.
Effortlessly streamline your contact management process by connecting Wealthbox CRM to Gravity Forms. With this workflow, every time a new contact is added in Wealthbox CRM, a form will be submitted in Gravity Forms, ensuring timely and consistent data entry. Say goodbye to manual data transfers and focus on nurturing your business relationships with a seamlessly integrated CRM and form submission process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Submit Form
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
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