created by Allen Mueller
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 10 steps …
- 5 minutes to set up
- Get back 0.8 hrs /week
- 10 people use this app pairing
This Zap uses the following 6 apps
Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.