Integrate Formsite with Wealthbox CRM
Send information between Formsite 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 Formsite
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 Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM whenever a form is submitted through Formsite
Formsite + Wealthbox CRM
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Supported triggers and actions
Integrate Formsite and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
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 Formsite?
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.
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.
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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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
