Integrate Kali Forms with Wealthbox CRM
Send information between Kali Forms and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Wealthbox CRM whenever a form is submitted through Kali Forms
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 Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM whenever a form is submitted through Kali Forms
Kali Forms + Wealthbox CRM
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Supported triggers and actions
Integrate Kali Forms 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 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 Kali Forms?
Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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