Integrate Fulcrum with Wealthbox CRM

Send information between Fulcrum 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 Fulcrum

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Wealthbox CRM from the responses collected via Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  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 Fulcrum

Fulcrum + Wealthbox CRM

Build your own integrations between Fulcrum and Wealthbox CRM

Connect Fulcrum 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 Fulcrum and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Record updated

Triggers when an existing record is updated

New record

Triggers when a new record is created

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 Fulcrum?

Fulcrum lets you design custom forms and deploy them on multiple platforms. You can collect signatures, automatically capture location, and easily visualize collected data with reports.

Forms Survey

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.

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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 >

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