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Integrate WS Form with Wealthbox CRM
Send information between WS Form and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in Wealthbox CRM for each form entry generated by WS Form
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from WS Form.
How it works
- The flow triggers when a form entry is submitted in WS Form.
- 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 WS Form
WS Form + Wealthbox CRM
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Build your own integrations between WS Form and Wealthbox CRM
Connect WS Form 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 WS Form and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Form submission status changed
Triggers when the status of a submitted form entry is changed
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Form submitted
Triggers when a form entry is submitted
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New event
Triggers when a new event is created
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New note
Triggers when a new note is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
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Create event
Creates a new event
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create project
Creates a new project
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
What is WS Form?
WS Forms is a form builder WordPress plugin that can help you create professional, dynamic, mobile-friendly, and accessible forms.
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
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