Create new Wealthbox CRM contacts from new Typeform entries
Streamline your CRM workflow with this efficient automation. When a new entry is submitted in Typeform, it will immediately create a new contact in your Wealthbox CRM. This saves you time from manual data entry and ensures all your contact information is consistent and up-to-date. Boost your productivity and ensure none of your valued contacts slip through the cracks.
Streamline your CRM workflow with this efficient automation. When a new entry is submitted in Typeform, it will immediately create a new contact in your Wealthbox CRM. This saves you time from manual data entry and ensures all your contact information is consistent and up-to-date. Boost your productivity and ensure none of your valued contacts slip through the cracks.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Contact
Creates a new contact.
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Comment
Triggers when a new comment is created.
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
New Contact
Triggers when a new contact is created.
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