Integrate MetForm with Wealthbox CRM
Send information between MetForm 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 for each form entry generated by MetForm
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Wealthbox CRM using the form inputs received in MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM for each form entry generated by MetForm
MetForm + Wealthbox CRM
Build your own integrations between MetForm and Wealthbox CRM
Connect MetForm and Wealthbox CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate MetForm 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 MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.
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.
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 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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
