Integrate Ninja Forms with Wealthbox CRM

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

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Create a new contact in Wealthbox CRM for each form entry generated by Ninja Forms

Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Wealthbox CRM from the responses collected via Ninja Forms.

How it works
  1. The flow triggers when a new form entry is added in Ninja Forms.
  2. Zoho Flow creates a new contact in Wealthbox CRM.
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Create a new contact in Wealthbox CRM for each form entry generated by Ninja Forms

Ninja Forms + Wealthbox CRM

Build your own integrations between Ninja Forms and Wealthbox CRM

Connect Ninja 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 Ninja Forms and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

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 Ninja Forms?

Ninja Forms is a beginner friendly form builder plugin that lets you build professional forms in minutes. It provides conditional logic, multi-step forms, file uploads, and more.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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