1.Captures new profile submission
Integrate Jotform and form capture tools to pass submission metadata and answers to the workflow to trigger record creation.
Create client and household records from profile form
Automatically capture Jotform new submissions across Jotform and Wealthbox CRM. Create and update household records, add linked contact records, and attach profile notes when new submissions arrive, key client fields complete, or spouse fields appearβso you can reduce data entry, speed onboarding, and keep records consistent without manual paperwork.
How this automation creates client and household records
When profile forms submit, delays can leave client data untracked. This automation captures submissions and creates CRM households and contactsβso your team can onboard clients without chasing details.
Jotformor swap with your favorite app
2.Creates household record
Integrate Wealthbox CRM and contact mapping tools to create a household record and set household type and principal owner.
Wealthbox CRMor swap with your favorite app
3.Creates primary contact
Integrate Wealthbox CRM and contact mapping tools to create the primary contact with contact type and advisor assignment.
4.Links contact to household
Integrate Wealthbox CRM and household relationship tools to link the created contact to the household record.
5.Creates profile note and spouse
Integrate Wealthbox CRM and note formatting tools to attach a profile note and optionally create a spouse contact.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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