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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.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Gravity FormsGravity Forms
    Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    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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