Wealthbox CRM + Wix
Create new Wealthbox CRM contacts from new Wix form entries
When a form is completed in Wix, use this workflow to seamlessly create a new contact in Wealthbox CRM. Save time and enhance efficiency by eliminating the task of manual data entry. Your new contacts' information will be readily available in Wealthbox CRM, leaving you more time to concentrate on forming valuable relationships.
When a form is completed in Wix, use this workflow to seamlessly create a new contact in Wealthbox CRM. Save time and enhance efficiency by eliminating the task of manual data entry. Your new contacts' information will be readily available in Wealthbox CRM, leaving you more time to concentrate on forming valuable relationships.
- When this happens...Forms
Triggers when a form is submitted.
- automatically do this!Create Contact
Creates a new contact.
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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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About Wix
The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated and dynamic online presence.