Wealthbox CRM + Wufoo

Create Wealthbox CRM contacts from new Wufoo poll entries

Effortlessly add new contacts to your Wealthbox CRM with this seamless integration. When a new entry is submitted in Wufoo, a contact is instantly created in Wealthbox, ensuring your CRM stays up to date without manual intervention. Save time and stay organized by automating this essential process.

When this happens...
New Entry (poll)
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Scheduled
Try It
New Form
Triggers when you build a new form.
Trigger
Scheduled
Try It
- FormRequired
Trigger
Instant
Try It
- Form HashRequired
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It

New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It

Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

- FormRequired
Trigger
Scheduled
Try It
- Form Hash
Trigger
Instant
Try It
- Form HashRequired
Action
Write
- Form HashRequired
- Field TitleRequired
- Search ValueRequired
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Related Zap Templates

Add contacts to Wealthbox CRM from new Wufoo entries

Related Zap Templates

Add contacts to Wealthbox CRM from new Wufoo entries

Wealthbox CRM + Wufoo

Create Wealthbox CRM contacts from new Wufoo poll entries

New Entry (poll)

New Form

New Entry

Create Entry

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Related Contact

Description

All Day

Category

State

Location

Create Opportunity

Related Contact

Description

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

Description

Complete

Priority

Start Workflow

Label

Find or Create a Contact

Email Address

Name

Phone Number

Id

Type

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address

Street Address Type

Street Address Line 1

Street Address Line 2

City

Zip Code

State

Country

Primary Street Address

First Name

Last Name

Prefix

Middle Name

Suffix

Nickname

Job Title

Twitter Handle

Company

Background Information

Birthdate

Website URL

Primary Website

Gender

Contact Source

Marital Status

Birthplace

Maiden Name

Tags

Note

Contact Type

Assigned To

Referred By

New Field

New Entry (webhook)