Integrate Wufoo with Wealthbox CRM

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

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Create a new contact in Wealthbox CRM whenever a form is submitted through Wufoo

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Wufoo.

How it works
  1. The flow triggers when a new entry is created in Wufoo.
  2. Zoho Flow creates a new contact in Wealthbox CRM.
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Create a new contact in Wealthbox CRM whenever a form is submitted through Wufoo

Wufoo + Wealthbox CRM

Build your own integrations between Wufoo and Wealthbox CRM

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

All Triggers - A trigger kickstarts the flow

New Entry

Triggers when a new entry is created

New Form

Triggers when a new form is created

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 Wufoo?

Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites.

Forms

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.

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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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