Logo GoogleFormsCLIAPI@1.0.7Logo MicrosoftOutlookCLIAPI@2.5.0Logo WealthboxCLIAPI@1.58.0Logo DelayCLIAPI@1.0.4Logo WealthboxCLIAPI@1.58.0Logo WealthboxCLIAPI@1.58.0Logo GoogleSheetsV2APILogo FilterAPILogo WealthboxCLIAPI@1.58.0Logo WealthboxCLIAPI@1.58.0

Create HH and Contacts in WB, add row to Client Tracker

“A new Google Forms response creates a household and 1 or 2 contacts in Wealthbox under that household. Optional step - it then creates a new line in a client tracker Google sheet. This step can be deleted. ”

Allen Muellercreated by Allen Mueller

This Zap uses a private app.

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How Zapier works (57 sec)
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This Zap works in 10 steps …

  • Step 1 - Trigger

    Anytime a new form response is created in Google Forms

  • Step 2 - Action

    Send email in Your App

  • Step 3 - Action

    Create household in Wealthbox CRM

  • Step 4 - Action

    Delay my Zap in Delay by Zapier

  • Step 5 - Action

    Create contact in Wealthbox CRM

  • Step 6 - Action

    Add member to household in Wealthbox CRM

  • Step 7 - Action

    Create spreadsheet row in Google Sheets

  • Step 8 - Action

    Filter my data in Filter by Zapier

  • Step 9 - Action

    Create contact in Wealthbox CRM

  • Step 10 - Action

    Add member to household in Wealthbox CRM

    • 5 minutes to set up
    • Get back 1.2 hrs /week
    • 12 people use this app pairing

    This Zap uses the following 6 apps

    • Logo Google Forms
    • Logo Microsoft Outlook

    More ways to use these popular apps!

    Check out all the other ways you can connect Google Forms and Microsoft Outlook,
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