Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.JotForm Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
Wealthbox CRM + EvernoteCreate Evernote reminders for new Wealthbox CRM tasks Read More...
JotForm + Google SheetsAdd new rows in Google Sheets on JotForm responses Read More...
JotForm + HubSpotCreate or update contacts in HubSpot contacts with new JotForm submissions Read More...
It's easy to connect Wealthbox CRM + JotForm 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 a new submission has been added to a specific 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.
Wealthbox CRM is a comprehensive customer relationship management software that helps small and medium-sized businesses to manage their sales pipeline, customers, and marketing cplateral. It is a cloud-based spution that comes with many features such as contact management, email marketing, sales contests, and social integration. It also allows you to create workflows, track the status of deals from start to finish, and measure the ROI of your marketing campaigns. You can even integrate it with other applications such as JotForm.
JotForm is a document-generation platform that allows you to create, save, and share forms online. It is a quick way to build a survey, quiz, or a questionnaire for your website or business. It offers various ready-made templates for you to choose from, as well as an option to customize them as per your needs. Moreover, you can embed it on your website or blog to cplect information from prospects. It is a great way to communicate with your prospects as well as promote your website.
Wealthbox CRM has many built-in integrations with other applications such as DropBox and Google Drive. However, it doesn’t have any integration with JotForm. This means that if you want to use both the tops together you will need to manually enter the data in Wealthbox CRM from JotForm form submissions into the CRM. This invpves entering the information by hand and then sending emails to prospects from within Wealthbox CRM informing them about the new form submission they have received via JotForm. It is time-consuming and inefficient.
With the integration of Wealthbox CRM and JotForm, you can now automate the process of importing form submissions into Wealthbox CRM after completion of the form. The integration automatically creates a new deal for each new form submission and assigns it to the appropriate sales rep. Now you can easily connect your prospects with your sales team and close deals faster than ever before.
Thanks to this integration, you can now:
The process to integrate Wealthbox CRM and JotForm may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.