Integrate Contact Form 7 with Wealthbox CRM

Send information between Contact Form 7 and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Add a new contact in Wealthbox CRM for each new form submission received via Contact Form 7

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 Contact Form 7.

How it works
  1. The flow triggers when a new form entry is submitted in Contact Form 7.
  2. Zoho Flow creates a new contact in Wealthbox CRM.
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Add a new contact in Wealthbox CRM for each new form submission received via Contact Form 7

Contact Form 7 + Wealthbox CRM

Build your own integrations between Contact Form 7 and Wealthbox CRM

Connect Contact Form 7 and Wealthbox CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Contact Form 7 and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a new form entry is submitted

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 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 Contact Form 7?

Contact Form 7 is a popular WordPress plugin for creating lead generating forms. It supports Ajax-powered submitting, CAPTCHA, Akismet spam filtering, 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 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

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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