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
- A new form entry is received on Wufoo
- Zapier adds a contact to Wealthbox CRM
What You Need
- Wufoo account
- Wealthbox CRM account
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Triggers when a new task is created.
Creates a new contact.
Triggers when a new event is created.
Creates a new event.
Triggers when a new contact is created.
Creates a new task.
Triggers when someone fills out your form.
Creates a new entry in Wufoo for a form and data you select.
Triggers when a new workflow is created.
Creates a new project.