Wealthbox CRM + Wix
Create new Wealthbox CRM contacts from new Wix form entries
When a form is completed in Wix, use this workflow to seamlessly create a new contact in Wealthbox CRM. Save time and enhance efficiency by eliminating the task of manual data entry. Your new contacts' information will be readily available in Wealthbox CRM, leaving you more time to concentrate on forming valuable relationships.
When a form is completed in Wix, use this workflow to seamlessly create a new contact in Wealthbox CRM. Save time and enhance efficiency by eliminating the task of manual data entry. Your new contacts' information will be readily available in Wealthbox CRM, leaving you more time to concentrate on forming valuable relationships.
- When this happens...Forms
Triggers when a form is submitted.
- automatically do this!Create Contact
Creates a new contact.
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Automation RuleRequired
Try ItBookings
Triggers when a session starts, ends or a client books or checks in.
Try ItChat and Inbox
Triggers when a visitor is live on your site.
Try ItBlog
Triggers when a new blog post is published or a user comments on a post.
Try It
eCommerce
Triggers when a cart with items is abandoned or an order is placed.
Try ItEvents
Triggers when an event ends, a ticket is ordered or a guest joins the waitlist.
Try ItMembers and Contacts
Triggers when members or contacts make posts or adjust group status.
Try ItForms
Triggers when a form is submitted.
Try It
