Integrate Formsite with Wealthbox CRM
Send information between Formsite and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Wealthbox CRM whenever a form is submitted through Formsite
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 from the responses collected via Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in Wealthbox CRM.
Create a new contact in Wealthbox CRM whenever a form is submitted through Formsite
Formsite + Wealthbox CRM
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Supported triggers and actions
Integrate Formsite and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
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 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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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
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
