Create Wealthbox CRM contacts from new Jotform submissions
Easily streamline your client onboarding process by connecting Jotform and Wealthbox CRM. With this workflow, every time a new submission is received on Jotform, a new contact will be created in Wealthbox CRM, ensuring no leads are missed and your CRM stays up-to-date. Save time, stay organized, and focus on building relationships with your clients.
Easily streamline your client onboarding process by connecting Jotform and Wealthbox CRM. With this workflow, every time a new submission is received on Jotform, a new contact will be created in Wealthbox CRM, ensuring no leads are missed and your CRM stays up-to-date. Save time, stay organized, and focus on building relationships with your clients.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Contact
Creates a new contact.
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