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Integrate Forminator with Wealthbox CRM
Send information between Forminator and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a contact in Wealthbox CRM each time a form is filled out on Forminator
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Forminator.
How it works
- The flow triggers when a form is submitted in Forminator.
- Zoho Flow creates a new contact in Wealthbox CRM.
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Create a contact in Wealthbox CRM each time a form is filled out on Forminator
Forminator + Wealthbox CRM
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Build your own integrations between Forminator and Wealthbox CRM
Connect Forminator 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 Forminator and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Form entry submitted
Triggers when a form is submitted
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Poll entry submitted
Triggers when a poll is answered
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Quiz entry submitted
Triggers when a quiz is answered
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New event
Triggers when a new event is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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Completed task
Triggers when a task is completed
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New project
Triggers when a new project is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Create note
Creates a new note
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Fetch contact
Fetches a contact by email
What is Forminator?
Forminator is a form builder plugin that lets users create contact forms, order forms, payment forms, quizzes, polls, and more.
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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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