

Integrate Fluent Forms with Wealthbox CRM
Send information between Fluent Forms and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a contact in Wealthbox CRM each time a form is filled out on Fluent Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact in Wealthbox CRM.


Create a contact in Wealthbox CRM each time a form is filled out on Fluent Forms
Fluent Forms + Wealthbox CRM

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Supported triggers and actions
Integrate Fluent Forms and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Form entry submitted
Triggers when a form is submitted

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

New workflow
Triggers when a new workflow is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

New note
Triggers when a new note is created

New event
Triggers when a new event is created

New project
Triggers when a new project is created

Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks

Create project
Creates a new project

Create task
Creates a new task

Create event
Creates a new event

Create opportunity
Creates a new opportunity

Create contact
Creates a new contact

Create note
Creates a new note

Fetch contact
Fetches a contact by email
What is Fluent Forms?
Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms
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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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