Add new Jotform submissions to Wealthbox CRM as contacts
Effortlessly streamline your client onboarding process with this workflow that connects Jotform and Wealthbox CRM. Whenever you receive a new submission in Jotform, the contact details will be instantly added to Wealthbox CRM, ensuring a smooth transition for potential clients and saving you valuable time on manual data entry. Boost your efficiency and keep your CRM up-to-date with this seamless automation.
Effortlessly streamline your client onboarding process with this workflow that connects Jotform and Wealthbox CRM. Whenever you receive a new submission in Jotform, the contact details will be instantly added to Wealthbox CRM, ensuring a smooth transition for potential clients and saving you valuable time on manual data entry. Boost your efficiency and keep your CRM up-to-date with this seamless automation.
- 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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