Integrate Kadence Blocks with Wealthbox CRM
Send information between Kadence Blocks and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a form entry is submitted in Kadence Blocks.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a contact in Wealthbox CRM each time a form is filled out on Kadence Blocks
Kadence Blocks + Wealthbox CRM
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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.
Similar apps
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.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Toto
Technical Engineer, Master Liveaboards
