Integrate Ninja Forms with Wealthbox CRM
Send information between Ninja Forms and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Wealthbox CRM for each form entry generated by Ninja Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Wealthbox CRM from the responses collected via Ninja Forms.
How it works
- The flow triggers when a new form entry is added in Ninja Forms.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM for each form entry generated by Ninja Forms
Ninja Forms + Wealthbox CRM
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Supported triggers and actions
Integrate Ninja Forms and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Ninja Forms?
Ninja Forms is a beginner friendly form builder plugin that lets you build professional forms in minutes. It provides conditional logic, multi-step forms, file uploads, and more.
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