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Wealthbox CRM + Getform Integrations

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

About Wealthbox CRM

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

About Getform

Getform is a form backend management tool that lets you handle your web forms & submissions easily

Getform Integrations

Best Wealthbox CRM and Getform Integrations

  • Wealthbox CRM Google Sheets

    Getform + Google Sheets

    Save submissions from the Getform to a Google Sheets spreadsheet Read More...
    When this happens...
    Wealthbox CRM New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want a simple way to deliver all submission data to your Getform forms while also making it simple to sort, filter, and parse each entry? This integration does just that by delivering every form submission to a Google Sheets spreadsheet. Once the integration is active, new submissions on your Getform will be added to the first unoccupied row of the spreadsheet you specify.
    How It Works
    • A new submission is received on Getform
    • Appy Pie Connect creates a new row on Goggle Sheets spreadsheets
    Apps involved
    • Getform
    • Google Sheets
  • Wealthbox CRM Slack

    Getform + Slack

    Send Slack Channel messages for new Getform form submissions Read More...
    When this happens...
    Wealthbox CRM New Submission
     
    Then do this...
    Slack Send Channel Message
    Want to keep your entire Slack team up to date on Getform submissions? Once this Getform-Slack integration is enabled, you'll receive automated notifications on a regular basis. It will then send a new message to any channel you specify with the data of each Getform submission you receive.
    How This Getform-Slack Integration Works
    • A new submission is received on Getform
    • Appy Pie Connect creates a new row on Goggle Sheets spreadsheets
    Apps involved
    • Getform
    • Slack
  • Wealthbox CRM Trello

    Getform + Trello

    Create cards in Trello from Getform submissions Read More...
    When this happens...
    Wealthbox CRM New Submission
     
    Then do this...
    Trello Create Card
    Trello is great for organizing anything, not just projects. With the new Getform integration, you can upload submissions to your favorite Trello boards automatically. Just set up this integration and whenever a new form submission is received on Getform, Appy Pie Connect will automatically create a new Trello card with required details.
    How This Getform-Trello Integration Works
    • A new submission is received on Getform
    • Appy Pie Connect creates a new card on Trello
    Apps involved
    • Getform
    • Trello
  • Wealthbox CRM Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Submission

    Triggers when new submission is received to a selected form.

    Actions
  • 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.

How Wealthbox CRM & Getform Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Getform as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Getform with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.