Integrate Elementor Pro with Wealthbox CRM

Send information between Elementor Pro 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 whenever a form is submitted through Elementor Pro

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 Elementor Pro.

How it works
  1. The flow triggers when a new form entry is made in Elementor Pro.
  2. Zoho Flow creates a new contact in Wealthbox CRM.
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Create a new contact in Wealthbox CRM whenever a form is submitted through Elementor Pro

Elementor Pro + Wealthbox CRM

Build your own integrations between Elementor Pro and Wealthbox CRM

Connect Elementor Pro 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 Elementor Pro and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submission added

Triggers when a new submission is made for the selected form

Form entry made - Old

Triggers when a new form entry is made

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 Elementor Pro?

Elementor is a visual website builder plugin for WordPress that provides an intuitive drag-and-drop editor, 100+ pre-designed templates and blocks, advanced design features, and more.

Forms WordPress Plugins

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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