

Integrate FastField with Wealthbox CRM
Send information between FastField 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 FastField
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 FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow creates a new contact in Wealthbox CRM.


Create a contact in Wealthbox CRM each time a form is filled out on FastField
FastField + Wealthbox CRM

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Supported triggers and actions
Integrate FastField and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Submission created
Triggers when a new submission is created

New event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks

Create note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email
What is FastField?
Similar apps
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.
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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
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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