Integrate Kadence Blocks with Wealthbox CRM

Send information between Kadence Blocks and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Create a contact in Wealthbox CRM each time a form is filled out on Kadence Blocks

Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Wealthbox CRM using the form inputs received in Kadence Blocks.

How it works
  1. The flow triggers when a form entry is submitted in Kadence Blocks.
  2. Zoho Flow creates a new contact in Wealthbox CRM.
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Create a contact in Wealthbox CRM each time a form is filled out on Kadence Blocks

Kadence Blocks + Wealthbox CRM

Build your own integrations between Kadence Blocks and Wealthbox CRM

Connect Kadence Blocks and Wealthbox CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kadence Blocks and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

New opportunity

Triggers when a new opportunity 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 workflow

Triggers when a new workflow 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

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create event

Creates a new event

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create note

Creates a new note

Create task

Creates a new task

Fetch contact

Fetches a contact by email

What is Kadence Blocks?

Kadence Blocks is a page builder WordPress plugin that offers users flexible control over their WordPress site to create customized content.

What is Wealthbox CRM?

Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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