Typeform + Wealthbox CRM Integrations

How to connect Typeform + Wealthbox CRM

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Supported triggers and actions

What does this mean?

New Entry
Triggers when a form is submitted.
Trigger
Instant
Create an Empty Form
Creates a new empty form.
Action
Write
Duplicates an Existing Form
Duplicates an existing form
Action
Write
Update Dropdown, Multiple Choice or Ranking Question Options
Update Dropdown, Multiple Choice or Ranking Question Options
Action
Write
Lookup Responses
Looks up responses for a given criteria.
Action
Search
New Comment
Triggers when a new comment is created.
Trigger
Instant
New Contact
Triggers when a new contact is created.
Trigger
Instant
New Event
Triggers when a new event is created.
Trigger
Instant
Wealthbox CRM
Triggers when a new note is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
Wealthbox CRM
Creates a new contact.
Scheduled
Action
Wealthbox CRM
Creates a new event.
Scheduled
Action
Wealthbox CRM
Creates a new note.
Scheduled
Action
Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
Wealthbox CRM
Creates a new project.
Scheduled
Action
Wealthbox CRM
Creates a new task.
Scheduled
Action
Wealthbox CRM
Creates a new household.
Scheduled
Action
Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
Wealthbox CRM
Find a contact.
Scheduled
Action
Wealthbox CRM
Find or Create a Contact
Scheduled
Action

How Typeform + Wealthbox CRM Integrations Work

Step 1: Authenticate Typeform and Wealthbox CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Typeform + Wealthbox CRM

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About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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