Integrate WPForms with Wealthbox CRM

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

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Add a new contact in Wealthbox CRM for each new form submission received via WPForms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Wealthbox CRM from the responses collected via WPForms.

How it works
  1. The flow triggers when a new form entry is made in WPForms.
  2. Zoho Flow creates a new contact in Wealthbox CRM.
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Add a new contact in Wealthbox CRM for each new form submission received via WPForms

WPForms + Wealthbox CRM

Build your own integrations between WPForms and Wealthbox CRM

Connect WPForms 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 WPForms and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

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 WPForms?

WP Forms is a drag and drop WordPress form builder that’s easy and powerful. It provides you with numerous customizable form templates for subscription forms, payment forms, and more.

Forms WordPress Plugins

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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