Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Getform is a form backend management tool that lets you handle your web forms & submissions easilyGetform Integrations
Getform + Google SheetsSave submissions from the Getform to a Google Sheets spreadsheet Read More...
Getform + SlackSend Slack Channel messages for new Getform form submissions Read More...
It's easy to connect Wealthbox CRM + Getform without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers when new submission is received to a selected form.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.