Integrate Typeform with Wealthbox CRM
Send information between Typeform and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Wealthbox CRM for each new form submission received via Typeform
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Wealthbox CRM using the form responses obtained from Typeform.
How it works
- The flow triggers when a new entry is submitted in the selected form in Typeform.
- Zoho Flow creates a new contact in Wealthbox CRM.
Add a new contact in Wealthbox CRM for each new form submission received via Typeform
Typeform + Wealthbox CRM
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Supported triggers and actions
Integrate Typeform and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted
Triggers when a new entry is submitted in the selected form
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
What is Typeform?
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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