Wealthbox CRM + Google Forms + Google Drive Integrations
How to connect Wealthbox CRM + Google Forms + Google Drive
Zapier lets you send info between Wealthbox CRM and Google Forms and Google Drive 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 Wealthbox CRM + Google Forms + Google Drive
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 Wealthbox CRM, Google Forms, and Google Drive. And don’t forget that you can add more apps and actions to create complex workflows.
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How Wealthbox CRM + Google Forms + Google Drive Integrations Work
- Step 1: Authenticate Wealthbox CRM, Google Forms, and Google Drive.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 Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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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 Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
