Integrate Bit Form with Wealthbox CRM
Send information between Bit Form 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 Bit Form
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 the form responses received in Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM whenever a form is submitted through Bit Form
Bit Form + Wealthbox CRM
Build your own integrations between Bit Form and Wealthbox CRM
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Supported triggers and actions
Integrate Bit Form and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form response received
Triggers when a new form response is received
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create form response
Creates a new form response
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
What is Bit Form?
Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
