Create Wealthbox CRM notes from new Ninja Forms submissions
Keep track of valuable form submission data with this efficient workflow. When a new form submission is received in Ninja Forms, a note will be created in Wealthbox CRM, providing a seamless connection between your form entries and customer information. Spend less time transferring data manually and more time nurturing leads with this powerful automation.
Keep track of valuable form submission data with this efficient workflow. When a new form submission is received in Ninja Forms, a note will be created in Wealthbox CRM, providing a seamless connection between your form entries and customer information. Spend less time transferring data manually and more time nurturing leads with this powerful automation.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Note
Creates a new note.
- Free forever for core features
- 14 day trial for premium features & apps