Integrate Gravity Forms with Wealthbox CRM
Send information between Gravity Forms and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Wealthbox CRM each time a form is filled out on Gravity Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Gravity Forms.
How it works
- The flow triggers when a new form is submitted in Gravity Forms.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a contact in Wealthbox CRM each time a form is filled out on Gravity Forms
Gravity Forms + Wealthbox CRM
Build your own integrations between Gravity Forms and Wealthbox CRM
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Supported triggers and actions
Integrate Gravity Forms and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry updated
Triggers when the details of an existing form entry is updated
Form entry status changed
Triggers when the status of an existing form entry is changed
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
Submit form entry
Submits a form entry
Add form entry
Creates a new form entry
Update form entry
Updates the details of an existing form
Fetch form entry
Fetches the details of an existing form entry
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
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 >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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
