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Add contacts to Wealthbox CRM from new Wufoo entries

  1. When this happensStep 1: New Entry

  2. Then do thisStep 2: Create Contact

Instead of manually adding new contacts from your Wufoo form, allow Zapier to create new contacts directly from your Wufoo form. Set up this Wufoo-Wealthbox CRM integration, and whenever you receive a new form submission on Wufoo, it will automatically add a new contact on Wealthbox CRM so you never have to yourself.

How It Works

  1. A new form entry is received on Wufoo
  2. Zapier adds a contact to Wealthbox CRM

What You Need

  • Wufoo account
  • Wealthbox CRM account
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Connect Wealthbox CRM + Wufoo in Minutes

It's easy to connect Wealthbox CRM + Wufoo and requires absolutely zero coding experience—the only limit is your own imagination.

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