

Integrate Fluent Forms with Wealthbox CRM
Send information between Fluent Forms 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 Fluent Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact in Wealthbox CRM.


Create a contact in Wealthbox CRM each time a form is filled out on Fluent Forms
Fluent Forms + Wealthbox CRM

Build your own integrations between Fluent Forms and Wealthbox CRM
Connect Fluent Forms 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 Fluent Forms and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Form entry submitted
Triggers when a form 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 event
Triggers when a new event is created

New note
Triggers when a new note 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

New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks

Create event
Creates a new event

Create opportunity
Creates a new opportunity

Create contact
Creates a new contact

Create note
Creates a new note

Create project
Creates a new project

Create task
Creates a new task

Fetch contact
Fetches a contact by email
What is Fluent Forms?
Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms
Similar apps
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 >