![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_forms.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Integrate Zoho Forms with Wealthbox CRM
Send information between Zoho Forms and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_forms.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create a contact in Wealthbox CRM each time a form is filled out on Zoho Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Wealthbox CRM from the responses collected via Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact in Wealthbox CRM.
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_forms.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create a contact in Wealthbox CRM each time a form is filled out on Zoho Forms
Zoho Forms + Wealthbox CRM
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Zoho Forms and Wealthbox CRM
Connect Zoho Forms 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 Zoho Forms and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_forms.png)
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
![](https://flow-in-public.nimbuspop.com/flow-apps/zoho_forms.png)
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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.
Similar apps
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