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Gravity Forms + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Wealthbox CRM

About Gravity Forms

Gravity Forms is one of the best contact form plugins for WordPress-powered websites and blogs. It is really easy to integrate Gravity Forms with several popular web applications and online services.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best Gravity Forms and Wealthbox CRM Integrations

  • Gravity Forms Google Sheets

    Gravity Forms + Google Sheets

    Add rows in Google sheets on new submissions in Gravity Forms Read More...
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Need to export your Gravity Forms contributions to a Google Sheets spreadsheet so you can share them with coworkers and collaborators outside of Gravity Forms? This Gravity Forms-Google Sheets interface makes it simple and automatic to precisely accomplish that. Each time someone signs up for one of your webinars, Appy Pie Connect creates a contact for them in Salesforce, ensuring that you have the information you need to begin contacting them about other products or services they may be interested in.
    How It Works
    • Whenever someone fills out that form
    • Appy Pie Connect instantly copies the new record into your Google Sheets spreadsheet
    What You Need
    • Gravity Forms
    • Google Sheets
  • Gravity Forms Microsoft Excel

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Microsoft Excel Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • Gravity Forms Zendesk

    Gravity Forms + Zendesk

    Create Zendesk tickets for new Gravity Forms submissions Read More...
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Zendesk Create Ticket
    Gravity Forms is wonderful for collecting data, but it's not always straightforward to act on what you've gathered. This Appy Pie Connect automation makes it simple by automatically creating new Zendesk tickets for each new Gravity Forms form submitted. You may then include a support form on your website, and fresh support messages will appear in Zendesk automatically.
    How Does It Work
    • A new form is generated in Gravity Forms
    • Appy Pie Connect creates a new Zendesk ticket with the form data.
    What You Require
    • Zendesk account
    • Gravity Forms account
  • Gravity Forms MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Gravity Forms New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Gravity Forms Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Gravity Forms New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Gravity Forms Evernote

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    {{item.message}} Read More...
    When this happens...
    Gravity Forms {{item.triggerTitle}}
     
    Then do this...
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Connect Gravity Forms + Wealthbox CRM in easier way

It's easy to connect Gravity Forms + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.