Google Forms + Microsoft Office 365 + Wealthbox CRM Integrations
How to connect Google Forms + Microsoft Office 365 + Wealthbox CRM
Zapier lets you send info between Google Forms and Microsoft Office 365 and Wealthbox CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Google Forms + Microsoft Office 365 + Wealthbox CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Google Forms, Microsoft Office 365, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.
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How Google Forms + Microsoft Office 365 + Wealthbox CRM Integrations Work
- Step 1: Authenticate Google Forms, Microsoft Office 365, and Wealthbox CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.