Wealthbox CRM + Wufoo
Add contacts to Wealthbox CRM from new Wufoo entries
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.
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.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wufoo
Wufoo is an easy way to create and manage HTML forms.
