Wealthbox CRM
When this happens...
WufooNew Entry
Then do this...
Wealthbox CRMCreate 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

Why Zapier?


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No coding required—automate any of 1,500+ apps in minutes.


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

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

New Entry

Triggers when someone fills out your form.

Create Entry

Creates a new entry in Wufoo for a form and data you select.

New Workflow

Triggers when a new workflow is created.

Create Project

Creates a new project.

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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn More

Wufoo is an easy way to create and manage HTML forms.

See Wufoo Integrations