Income Source Orlando - Gravity to Wealthbox

“Anytime a form submission is created in Gravity Forms, create contact in Wealthbox CRM.”

created by Advisors Academy

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 2 steps …

1 minute to set up
Get back 1.2 hrs /week
5 people use this app pairing

This Zap uses the following 2 apps

Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Gravity Forms + Wealthbox CRM

Check out all the other ways you can connect Gravity Forms and Wealthbox CRM.